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LifePlan Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LifePlan Financial Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.31M Buy
17,313
+145
+0.8% +$19.4K 1% 33
2020
Q2 		$2.29M Sell
17,168
-664
-4% -$88.5K 1.05% 29
2020
Q1 		$2.38M Buy
17,832
+5,914
+50% +$762K 1.29% 22
2019
Q4 		$1.5M Sell
11,918
-1,179
-9% -$149K 0.67% 44
2019
Q3 		$1.66M Sell
13,097
-548
-4% -$69.2K 0.78% 35
2019
Q2 		$1.72M Sell
13,645
-1,844
-12% -$228K 0.83% 34
2019
Q1 		$1.91M Sell
15,489
-2,473
-14% -$301K 1.02% 32
2018
Q4 		$2.18M Sell
17,962
-674
-4% -$80.4K 1.36% 27
2018
Q3 		$2.22M Sell
18,636
-1,033
-5% -$124K 1.2% 29
2018
Q2 		$2.36M Buy
19,669
+2,946
+18% +$352K 1.32% 24
2018
Q1 		$2.02M Buy
16,723
+2,434
+17% +$294K 1.18% 27
2017
Q4 		$1.76M Hold
14,289
– – 1.12% 28
2017
Q3 		$1.76M Buy
14,289
+1,014
+8% +$126K 1.12% 28
2017
Q2 		$1.64M Buy
13,275
+564
+4% +$69.8K 1.12% 29
2017
Q1 		$1.56M Buy
12,711
+2,537
+25% +$311K 1.09% 32
2016
Q4 		$1.25M Sell
10,174
-50
-0.5% -$6.2K 0.88% 40
2016
Q3 		$1.29M Buy
10,224
+150
+1% +$19K 0.89% 38
2016
Q2 		$1.28M Buy
10,074
+1,358
+16% +$171K 0.88% 35
2016
Q1 		$1.1M Sell
8,716
-68
-0.8% -$8.5K 0.78% 37
2015
Q4 		$1.08M Buy
8,784
+1,868
+27% +$231K 0.77% 35
2015
Q3 		$862K Buy
6,916
+893
+15% +$110K 0.63% 37
2015
Q2 		$741K Buy
6,023
+379
+7% +$46.8K 0.5% 48
2015
Q1 		$701K Sell
5,644
-710
-11% -$87.7K 0.47% 33
2014
Q4 		$777K Buy
6,354
+640
+11% +$78.4K 0.52% 34
2014
Q3 		$693K Buy
5,714
+2,267
+66% +$275K 0.59% 34
2014
Q2 		$420K Buy
3,447
+939
+37% +$114K 0.3% 44
2014
Q1 		$303K Buy
2,508
+680
+37% +$82.3K 0.24% 45
2013
Q4 		$219K Buy
1,828
+955
+109% +$116K 0.15% 53
2013
Q3 		$106K Buy
873
+9
+1% +$1.08K 0.09% 67
2013
Q2 		$104K Buy
+864
New +$106K 0.12% 53

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.84% in Q3 2020, buying an estimated $19.4K and bringing the position to 17,313 shares worth $2.31M. The position accounts for 1% of the portfolio, ranked #33.

LifePlan Financial Group first reported a position in IEI in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.38M in Q1 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • LifePlan Financial Group held 17,313 shares of iShares 3-7 Year Treasury Bond ETF worth $2.31M as of Q3 2020.
  • LifePlan Financial Group bought 145 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $19.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 1% of LifePlan Financial Group's portfolio in Q3 2020, its #33 holding.
  • LifePlan Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.38M in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

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