LifePlan Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.62M	Buy	32,246 +144	+0.4%	+$7.21K	0.7%	40
2020 Q2	$1.6M	Sell	32,102 -10,916	-25%	-$540K	0.73%	41
2020 Q1	$2.09M	Buy	43,018 +934	+2%	+$46.5K	1.13%	29
2019 Q4	$2.12M	Sell	42,084 -30,828	-42%	-$1.55M	0.94%	33
2019 Q3	$3.67M	Sell	72,912 -6,689	-8%	-$336K	1.73%	17
2019 Q2	$4.01M	Buy	79,601 +75,772	+1,979%	+$3.81M	1.93%	15
2019 Q1	$192K	Buy	+3,829	New	+$192K	0.1%	128

Other funds holding NEAR

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.45% in Q3 2020, buying an estimated $7.21K and bringing the position to 32,246 shares worth $1.62M. The position accounts for 0.7% of the portfolio, ranked #40.

LifePlan Financial Group first reported a position in NEAR in Q1 2019 and has held it in 7 quarters since. The position peaked at $4.01M in Q2 2019. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

LifePlan Financial Group held 32,246 shares of iShares Short Maturity Bond ETF worth $1.62M as of Q3 2020.
LifePlan Financial Group bought 144 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $7.21K.
iShares Short Maturity Bond ETF made up 0.7% of LifePlan Financial Group's portfolio in Q3 2020, its #40 holding.
LifePlan Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 7 quarters since.
LifePlan Financial Group's iShares Short Maturity Bond ETF position peaked at $4.01M in Q2 2019.
361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

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