LifePlan Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14M	Buy	103,796 +3,810	+4%	+$519K	6.02%	1
2020 Q2	$13.4M	Buy	99,986 +49,715	+99%	+$6.46M	6.13%	1
2020 Q1	$6.21M	Sell	50,271 -3,380	-6%	-$431K	3.36%	5
2019 Q4	$6.87M	Sell	53,651 -4,848	-8%	-$617K	3.05%	5
2019 Q3	$7.46M	Sell	58,499 -13,375	-19%	-$1.68M	3.51%	2
2019 Q2	$8.94M	Buy	71,874 +29,663	+70%	+$3.56M	4.31%	1
2019 Q1	$5.03M	Buy	42,211 +4,326	+11%	+$501K	2.68%	8
2018 Q4	$4.27M	Buy	37,885 +508	+1%	+$57.1K	2.67%	8
2018 Q3	$4.3M	Buy	37,377 +1,929	+5%	+$222K	2.32%	10
2018 Q2	$4.06M	Buy	35,448 +3,560	+11%	+$410K	2.27%	11
2018 Q1	$3.74M	Buy	31,888 +792	+3%	+$93.6K	2.18%	14
2017 Q4	$3.77M	Hold	31,096	–	–	2.4%	14
2017 Q3	$3.77M	Buy	31,096 +4,120	+15%	+$498K	2.4%	14
2017 Q2	$3.25M	Buy	26,976 +807	+3%	+$96.5K	2.23%	14
2017 Q1	$3.09M	Buy	26,169 +3,526	+16%	+$414K	2.14%	16
2016 Q4	$2.65M	Buy	22,643 +2,419	+12%	+$287K	1.87%	16
2016 Q3	$2.49M	Buy	20,224 +1,099	+6%	+$135K	1.71%	23
2016 Q2	$2.35M	Buy	19,125 +1,260	+7%	+$151K	1.61%	24
2016 Q1	$2.12M	Sell	17,865 -29,490	-62%	-$3.39M	1.51%	25
2015 Q4	$5.4M	Sell	47,355 -514	-1%	-$59.4K	3.84%	4
2015 Q3	$5.56M	Buy	47,869 +11,448	+31%	+$1.32M	4.04%	3
2015 Q2	$4.21M	Sell	36,421 -22,331	-38%	-$2.65M	2.83%	13
2015 Q1	$7.15M	Buy	58,752 +650	+1%	+$78.8K	4.75%	7
2014 Q4	$6.94M	Buy	58,102 +3,309	+6%	+$394K	4.6%	6
2014 Q3	$6.48M	Buy	54,793 +1,493	+3%	+$177K	5.48%	4
2014 Q2	$6.36M	Buy	53,300 +2,383	+5%	+$282K	4.53%	7
2014 Q1	$5.95M	Buy	50,917 +8,961	+21%	+$1.04M	4.73%	8
2013 Q4	$4.79M	Buy	41,956 +36,408	+656%	+$4.16M	3.27%	11
2013 Q3	$630K	Sell	5,548 -244	-4%	-$27.6K	0.51%	27
2013 Q2	$658K	Buy	+5,792	New	+$689K	0.73%	22

Other funds holding LQD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.8% in Q3 2020, buying an estimated $519K and bringing the position to 103,796 shares worth $14M. The position accounts for 6.02% of the portfolio, ranked #1.

LifePlan Financial Group first reported a position in LQD in Q2 2013 and has held it in 30 quarters since. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

LifePlan Financial Group held 103,796 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14M as of Q3 2020.
LifePlan Financial Group bought 3,810 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $519K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.02% of LifePlan Financial Group's portfolio in Q3 2020, its #1 holding.
LifePlan Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

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