LifePlan Financial Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

LifePlan Financial Group’s Portfolio ICSH Stock Details ICSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$54K	Hold	1,063	–	–	0.02%	239
2020 Q2	$54K	Hold	1,063	–	–	0.02%	238
2020 Q1	$53K	Hold	1,063	–	–	0.03%	218
2019 Q4	$54K	Hold	1,063	–	–	0.02%	239
2019 Q3	$54K	Hold	1,063	–	–	0.03%	234
2019 Q2	$54K	Hold	1,063	–	–	0.03%	236
2019 Q1	$53K	Hold	1,063	–	–	0.03%	236
2018 Q4	$53K	Hold	1,063	–	–	0.03%	224
2018 Q3	$53K	Buy	+1,063	New	+$53.3K	0.03%	240

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

LifePlan Financial Group's ICSH Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q3 2020 at 1,063 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #239.

LifePlan Financial Group first reported a position in ICSH in Q3 2018 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold ICSH as of Q3 2020.

LifePlan Financial Group held 1,063 shares of iShares Ultra Short Duration Bond Active ETF worth $54K as of Q3 2020.
LifePlan Financial Group left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q3 2020.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #239 holding.
LifePlan Financial Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.