LifePlan Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$169K	Hold	3,102	–	–	0.07%	144
2020 Q2	$169K	Hold	3,102	–	–	0.08%	138
2020 Q1	$163K	Sell	3,102 -153	-5%	-$8.04K	0.09%	130
2019 Q4	$170K	Hold	3,255	–	–	0.08%	142
2019 Q3	$171K	Hold	3,255	–	–	0.08%	137
2019 Q2	$168K	Hold	3,255	–	–	0.08%	137
2019 Q1	$165K	Sell	3,255 -221	-6%	-$11K	0.09%	143
2018 Q4	$171K	Hold	3,476	–	–	0.11%	134
2018 Q3	$171K	Buy	3,476 +101	+3%	+$4.98K	0.09%	135
2018 Q2	$167K	Sell	3,375 -101	-3%	-$4.98K	0.09%	134
2018 Q1	$174K	Buy	+3,476	New	+$174K	0.1%	120

Other funds holding IUSB

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2020 at 3,102 shares worth $169K. The position accounts for 0.07% of the portfolio, ranked #144.

LifePlan Financial Group first reported a position in IUSB in Q1 2018 and has held it in 11 quarters since. The position peaked at $174K in Q1 2018. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

LifePlan Financial Group held 3,102 shares of iShares Core Universal USD Bond ETF worth $169K as of Q3 2020.
LifePlan Financial Group left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2020.
iShares Core Universal USD Bond ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #144 holding.
LifePlan Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Core Universal USD Bond ETF position peaked at $174K in Q1 2018.
200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

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