LifePlan Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$36K	Sell	321 -76	-19%	-$8.41K	0.02%	275
2020 Q2	$44K	Buy	397 +94	+31%	+$10.4K	0.02%	253
2020 Q1	$34K	Buy	303 +13	+4%	+$1.44K	0.02%	261
2019 Q4	$32K	Buy	290 +63	+28%	+$6.96K	0.01%	296
2019 Q3	$25K	Hold	227	–	–	0.01%	319
2019 Q2	$25K	Hold	227	–	–	0.01%	317
2019 Q1	$25K	Buy	227 +181	+393%	+$20K	0.01%	327
2018 Q4	$5K	Sell	46 -433	-90%	-$47.8K	﹤0.01%	448
2018 Q3	$53K	Buy	479 +62	+15%	+$6.84K	0.03%	242
2018 Q2	$46K	Sell	417 -6	-1%	-$662	0.03%	248
2018 Q1	$47K	Buy	+423	New	+$46.6K	0.03%	231

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q3 2020, selling an estimated $8.41K and leaving 321 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #275.

LifePlan Financial Group first reported a position in SHV in Q1 2018 and has held it in 11 quarters since. The position peaked at $53K in Q3 2018. 438 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

LifePlan Financial Group held 321 shares of iShares 0-1 Year Treasury Bond ETF worth $36K as of Q3 2020.
LifePlan Financial Group sold 76 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $8.41K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #275 holding.
LifePlan Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $53K in Q3 2018.
438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

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