LFG
IEF icon

LifePlan Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LifePlan Financial Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.21M Sell
18,106
-210
-1% -$25.6K 0.95% 34
2020
Q2 		$2.23M Sell
18,316
-211
-1% -$25.6K 1.02% 32
2020
Q1 		$2.25M Buy
18,527
+3,386
+22% +$390K 1.22% 27
2019
Q4 		$1.67M Buy
15,141
+2,907
+24% +$324K 0.74% 40
2019
Q3 		$1.38M Sell
12,234
-1,066
-8% -$119K 0.65% 43
2019
Q2 		$1.46M Sell
13,300
-5,108
-28% -$547K 0.71% 39
2019
Q1 		$1.96M Sell
18,408
-1,230
-6% -$129K 1.05% 31
2018
Q4 		$2.05M Sell
19,638
-11,039
-36% -$1.12M 1.28% 28
2018
Q3 		$3.1M Sell
30,677
-2,708
-8% -$276K 1.68% 20
2018
Q2 		$3.42M Buy
33,385
+2,224
+7% +$227K 1.91% 16
2018
Q1 		$3.22M Sell
31,161
-12,797
-29% -$1.32M 1.88% 17
2017
Q4 		$4.68M Hold
43,958
– – 2.98% 8
2017
Q3 		$4.68M Sell
43,958
-2,506
-5% -$269K 2.98% 8
2017
Q2 		$4.95M Buy
46,464
+18,921
+69% +$2.02M 3.39% 7
2017
Q1 		$2.91M Sell
27,543
-4,073
-13% -$428K 2.02% 20
2016
Q4 		$3.31M Sell
31,616
-2,396
-7% -$257K 2.33% 8
2016
Q3 		$3.81M Sell
34,012
-20,090
-37% -$2.25M 2.61% 8
2016
Q2 		$6.11M Buy
54,102
+433
+0.8% +$47.9K 4.2% 2
2016
Q1 		$5.92M Buy
53,669
+13,552
+34% +$1.48M 4.21% 2
2015
Q4 		$4.24M Buy
40,117
+104
+0.3% +$11.1K 3.01% 13
2015
Q3 		$4.32M Buy
40,013
+31,666
+379% +$3.36M 3.14% 11
2015
Q2 		$877K Buy
8,347
+4,816
+136% +$513K 0.59% 45
2015
Q1 		$383K Buy
3,531
+793
+29% +$85.6K 0.25% 48
2014
Q4 		$290K Buy
2,738
+106
+4% +$11.2K 0.19% 60
2014
Q3 		$273K Buy
2,632
+592
+29% +$61.4K 0.23% 55
2014
Q2 		$211K Sell
2,040
-6
-0.3% -$616 0.15% 60
2014
Q1 		$208K Sell
2,046
-3,641
-64% -$370K 0.17% 59
2013
Q4 		$564K Buy
5,687
+3,796
+201% +$385K 0.38% 32
2013
Q3 		$193K Sell
1,891
-1,854
-50% -$187K 0.16% 45
2013
Q2 		$384K Buy
+3,745
New +$399K 0.43% 34

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q3 2020, selling an estimated $25.6K and leaving 18,106 shares worth $2.21M. The position accounts for 0.95% of the portfolio, ranked #34.

LifePlan Financial Group first reported a position in IEF in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.11M in Q2 2016. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • LifePlan Financial Group held 18,106 shares of iShares 7-10 Year Treasury Bond ETF worth $2.21M as of Q3 2020.
  • LifePlan Financial Group sold 210 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $25.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.95% of LifePlan Financial Group's portfolio in Q3 2020, its #34 holding.
  • LifePlan Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.11M in Q2 2016.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

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