LifePlan Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$105K	Sell	1,213 -1,052	-46%	-$91K	0.05%	182
2020 Q2	$196K	Sell	2,265 -40	-2%	-$3.46K	0.09%	124
2020 Q1	$200K	Buy	2,305 +748	+48%	+$63.9K	0.11%	115
2019 Q4	$132K	Sell	1,557 -25	-2%	-$2.12K	0.06%	162
2019 Q3	$134K	Buy	1,582 +35	+2%	+$2.97K	0.06%	159
2019 Q2	$131K	Sell	1,547 -2,042	-57%	-$172K	0.06%	158
2019 Q1	$302K	Sell	3,589 -487	-12%	-$40.8K	0.16%	101
2018 Q4	$341K	Buy	4,076 +1,708	+72%	+$142K	0.21%	79
2018 Q3	$197K	Buy	2,368 +1,429	+152%	+$119K	0.11%	125
2018 Q2	$78K	Buy	939 +115	+14%	+$9.58K	0.04%	197
2018 Q1	$69K	Buy	+824	New	+$68.9K	0.04%	197
2014 Q2	–	Sell	-1,263	Closed	-$107K	–	189
2014 Q1	$107K	Buy	1,263 +223	+21%	+$18.8K	0.09%	83
2013 Q4	$88K	Buy	1,040 +705	+210%	+$59.5K	0.06%	86
2013 Q3	$28K	Sell	335 -134,041	-100%	-$11.3M	0.02%	119
2013 Q2	$11.3M	Buy	+134,376	New	+$11.3M	12.57%	3

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 46% in Q3 2020, selling an estimated $91K and leaving 1,213 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #182.

LifePlan Financial Group first reported a position in SHY in Q2 2013 and has held it in 15 quarters since. The position peaked at $11.3M in Q2 2013. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

LifePlan Financial Group held 1,213 shares of iShares 1-3 Year Treasury Bond ETF worth $105K as of Q3 2020.
LifePlan Financial Group sold 1,052 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $91K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #182 holding.
LifePlan Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $11.3M in Q2 2013.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

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