LifePlan Financial Group’s iShares International Treasury Bond ETF IGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$24K	Hold	456	–	–	0.01%	319
2020 Q2	$23K	Hold	456	–	–	0.01%	317
2020 Q1	$22K	Sell	456 -714	-61%	-$35.7K	0.01%	296
2019 Q4	$59K	Hold	1,170	–	–	0.03%	229
2019 Q3	$59K	Hold	1,170	–	–	0.03%	224
2019 Q2	$59K	Sell	1,170 -894	-43%	-$44K	0.03%	225
2019 Q1	$101K	Sell	2,064 -804	-28%	-$39.2K	0.05%	181
2018 Q4	$139K	Sell	2,868 -140	-5%	-$6.68K	0.09%	148
2018 Q3	$145K	Hold	3,008	–	–	0.08%	154
2018 Q2	$148K	Hold	3,008	–	–	0.08%	143
2018 Q1	$155K	Buy	+3,008	New	+$153K	0.09%	133
2017 Q2	–	Sell	-6,240	Closed	-$285K	–	110
2017 Q1	$285K	Sell	6,240 -24,098	-79%	-$1.09M	0.2%	87
2016 Q4	$1.36M	Sell	30,338 -15,670	-34%	-$735K	0.96%	37
2016 Q3	$2.31M	Sell	46,008 -48,584	-51%	-$2.43M	1.59%	27
2016 Q2	$4.71M	Buy	+94,592	New	+$4.64M	3.23%	7

Other funds holding IGOV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

LifePlan Financial Group held its iShares International Treasury Bond ETF (IGOV) position steady in Q3 2020 at 456 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #319.

LifePlan Financial Group first reported a position in IGOV in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.71M in Q2 2016. 110 funds tracked by Wall St. Rank hold IGOV as of Q3 2020.

LifePlan Financial Group held 456 shares of iShares International Treasury Bond ETF worth $24K as of Q3 2020.
LifePlan Financial Group left its iShares International Treasury Bond ETF share count unchanged in Q3 2020.
iShares International Treasury Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #319 holding.
LifePlan Financial Group first reported a position in iShares International Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
LifePlan Financial Group's iShares International Treasury Bond ETF position peaked at $4.71M in Q2 2016.
110 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2020.

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