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LifePlan Financial Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

LifePlan Financial Group’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$132K Sell
1,871
-155
-8% -$11.1K 0.06% 163
2020
Q2 		$142K Hold
2,026
– – 0.06% 150
2020
Q1 		$129K Hold
2,026
– – 0.07% 148
2019
Q4 		$135K Hold
2,026
– – 0.06% 159
2019
Q3 		$135K Buy
2,026
+133
+7% +$8.7K 0.06% 158
2019
Q2 		$121K Hold
1,893
– – 0.06% 164
2019
Q1 		$114K Sell
1,893
-62
-3% -$3.59K 0.06% 171
2018
Q4 		$110K Sell
1,955
-128
-6% -$7.18K 0.07% 163
2018
Q3 		$121K Sell
2,083
-69
-3% -$4.03K 0.07% 164
2018
Q2 		$125K Sell
2,152
-3
-0.1% -$176 0.07% 158
2018
Q1 		$130K Buy
+2,155
New +$131K 0.08% 143
2017
Q1 		– Sell
-3,740
Closed -$220K – 113
2016
Q4 		$220K Buy
3,740
+270
+8% +$16.1K 0.15% 113
2016
Q3 		$220K Buy
3,470
+85
+3% +$5.39K 0.15% 104
2016
Q2 		$212K Sell
3,385
-226
-6% -$13.7K 0.15% 96
2016
Q1 		$214K Sell
3,611
-138
-4% -$7.81K 0.15% 92
2015
Q4 		$209K Sell
3,749
-322
-8% -$18.3K 0.15% 86
2015
Q3 		$232K Sell
4,071
-10,446
-72% -$598K 0.17% 81
2015
Q2 		$830K Sell
14,517
-78,343
-84% -$4.67M 0.56% 46
2015
Q1 		$5.81M Buy
92,860
+3,545
+4% +$222K 3.86% 9
2014
Q4 		$5.5M Buy
89,315
+3,883
+5% +$236K 3.64% 9
2014
Q3 		$5.12M Sell
85,432
-717
-0.8% -$43.3K 4.33% 7
2014
Q2 		$5.22M Buy
+86,149
New +$5.13M 3.72% 10

Other funds holding IGLB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 7.7% in Q3 2020, selling an estimated $11.1K and leaving 1,871 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #163.

LifePlan Financial Group first reported a position in IGLB in Q2 2014 and has held it in 22 quarters since. The position peaked at $5.81M in Q1 2015. 108 funds tracked by Wall St. Rank hold IGLB as of Q3 2020.

  • LifePlan Financial Group held 1,871 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $132K as of Q3 2020.
  • LifePlan Financial Group sold 155 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $11.1K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #163 holding.
  • LifePlan Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 22 quarters since.
  • LifePlan Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.81M in Q1 2015.
  • 108 funds tracked by Wall St. Rank held iShares 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.