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LifePlan Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LifePlan Financial Group’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$493K Sell
8,110
-2,898
-26% -$177K 0.21% 79
2020
Q2 		$665K Sell
11,008
-44,060
-80% -$2.57M 0.3% 65
2020
Q1 		$3.02M Sell
55,068
-989
-2% -$57.1K 1.64% 16
2019
Q4 		$3.25M Buy
56,057
+106
+0.2% +$6.14K 1.45% 22
2019
Q3 		$3.24M Buy
55,951
+5,553
+11% +$319K 1.53% 23
2019
Q2 		$2.87M Buy
50,398
+30,781
+157% +$1.71M 1.38% 23
2019
Q1 		$1.08M Buy
19,617
+7,111
+57% +$382K 0.58% 41
2018
Q4 		$656K Sell
12,506
-1,807
-13% -$94.5K 0.41% 48
2018
Q3 		$760K Sell
14,313
-1,455
-9% -$77.4K 0.41% 47
2018
Q2 		$838K Sell
15,768
-1,192
-7% -$63.4K 0.47% 46
2018
Q1 		$909K Sell
16,960
-10,326
-38% -$556K 0.53% 41
2017
Q4 		$1.5M Hold
27,286
– – 0.96% 31
2017
Q3 		$1.5M Sell
27,286
-256
-0.9% -$14.1K 0.96% 31
2017
Q2 		$1.51M Buy
27,542
+2,258
+9% +$124K 1.04% 30
2017
Q1 		$1.38M Buy
25,284
+11,696
+86% +$635K 0.96% 33
2016
Q4 		$735K Buy
13,588
+4,096
+43% +$224K 0.52% 60
2016
Q3 		$528K Buy
9,492
+1,264
+15% +$70.4K 0.36% 55
2016
Q2 		$458K Sell
8,228
-88,468
-91% -$4.87M 0.31% 55
2016
Q1 		$5.3M Buy
96,696
+25,968
+37% +$1.4M 3.77% 5
2015
Q4 		$3.79M Sell
70,728
-3,526
-5% -$191K 2.7% 16
2015
Q3 		$4.03M Buy
74,254
+67,212
+954% +$3.65M 2.93% 14
2015
Q2 		$383K Sell
7,042
-306
-4% -$16.8K 0.26% 68
2015
Q1 		$407K Sell
7,348
-782
-10% -$43.1K 0.27% 44
2014
Q4 		$444K Buy
8,130
+258
+3% +$14.1K 0.29% 42
2014
Q3 		$430K Sell
7,872
-74
-0.9% -$4.06K 0.36% 42
2014
Q2 		$438K Sell
7,946
-92,896
-92% -$5.09M 0.31% 42
2014
Q1 		$5.5M Buy
100,842
+16,836
+20% +$916K 4.37% 9
2013
Q4 		$4.53M Buy
84,006
+78,948
+1,561% +$4.27M 3.09% 12
2013
Q3 		$273K Sell
5,058
-40
-0.8% -$2.15K 0.22% 40
2013
Q2 		$275K Buy
+5,098
New +$281K 0.31% 38

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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 IGIB Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 26% in Q3 2020, selling an estimated $177K and leaving 8,110 shares worth $493K. The position accounts for 0.21% of the portfolio, ranked #79.

LifePlan Financial Group first reported a position in IGIB in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.5M in Q1 2014. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

  • LifePlan Financial Group held 8,110 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $493K as of Q3 2020.
  • LifePlan Financial Group sold 2,898 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $177K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.21% of LifePlan Financial Group's portfolio in Q3 2020, its #79 holding.
  • LifePlan Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.5M in Q1 2014.
  • 493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

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