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LifePlan Financial Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

LifePlan Financial Group’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$6K Hold
71
– – ﹤0.01% 460
2020
Q2 		$6K Buy
+71
New +$6.21K ﹤0.01% 460

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UBS Group
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LifePlan Financial Group held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q3 2020 at 71 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

LifePlan Financial Group first reported a position in LQDH in Q2 2020 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold LQDH as of Q3 2020.

  • LifePlan Financial Group held 71 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $6K as of Q3 2020.
  • LifePlan Financial Group left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #460 holding.
  • LifePlan Financial Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2020.

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