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LifePlan Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

LifePlan Financial Group’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.03M Buy
55,260
+444
+0.8% +$24.4K 1.31% 21
2020
Q2 		$3M Buy
54,816
+50,570
+1,191% +$2.72M 1.37% 20
2020
Q1 		$222K Sell
4,246
-1,142
-21% -$60.8K 0.12% 108
2019
Q4 		$289K Buy
5,388
+128
+2% +$6.87K 0.13% 110
2019
Q3 		$282K Sell
5,260
-88
-2% -$4.71K 0.13% 109
2019
Q2 		$286K Sell
5,348
-334
-6% -$17.7K 0.14% 109
2019
Q1 		$300K Sell
5,682
-3,034
-35% -$158K 0.16% 102
2018
Q4 		$450K Buy
8,716
+338
+4% +$17.4K 0.28% 61
2018
Q3 		$434K Sell
8,378
-3,600
-30% -$187K 0.23% 73
2018
Q2 		$621K Sell
11,978
-944
-7% -$48.9K 0.35% 52
2018
Q1 		$671K Buy
12,922
+536
+4% +$27.9K 0.39% 49
2017
Q4 		$652K Hold
12,386
– – 0.42% 47
2017
Q3 		$652K Sell
12,386
-472
-4% -$24.9K 0.42% 47
2017
Q2 		$677K Buy
12,858
+382
+3% +$20.1K 0.46% 46
2017
Q1 		$656K Buy
12,476
+3,930
+46% +$206K 0.46% 52
2016
Q4 		$448K Buy
8,546
+2,424
+40% +$127K 0.32% 71
2016
Q3 		$324K Buy
6,122
+516
+9% +$27.3K 0.22% 80
2016
Q2 		$297K Buy
5,606
+464
+9% +$24.5K 0.2% 79
2016
Q1 		$271K Buy
5,142
+258
+5% +$13.5K 0.19% 81
2015
Q4 		$255K Sell
4,884
-1,112
-19% -$58.4K 0.18% 79
2015
Q3 		$315K Hold
5,996
– – 0.23% 69
2015
Q2 		$316K Buy
5,996
+190
+3% +$10K 0.21% 76
2015
Q1 		$306K Sell
5,806
-346
-6% -$18.2K 0.2% 58
2014
Q4 		$324K Hold
6,152
– – 0.21% 55
2014
Q3 		$324K Sell
6,152
-188
-3% -$9.91K 0.27% 47
2014
Q2 		$335K Sell
6,340
-428
-6% -$22.6K 0.24% 47
2014
Q1 		$357K Sell
6,768
-216
-3% -$11.4K 0.28% 43
2013
Q4 		$368K Buy
6,984
+2,258
+48% +$119K 0.25% 46
2013
Q3 		$249K Sell
4,726
-9,852
-68% -$517K 0.2% 42
2013
Q2 		$766K Buy
+14,578
New +$768K 0.85% 17

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.81% in Q3 2020, buying an estimated $24.4K and bringing the position to 55,260 shares worth $3.03M. The position accounts for 1.31% of the portfolio, ranked #21.

LifePlan Financial Group first reported a position in IGSB in Q2 2013 and has held it in 30 quarters since. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

  • LifePlan Financial Group held 55,260 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.03M as of Q3 2020.
  • LifePlan Financial Group bought 444 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $24.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.31% of LifePlan Financial Group's portfolio in Q3 2020, its #21 holding.
  • LifePlan Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares 1-5 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.