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LifePlan Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

LifePlan Financial Group’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.93M Buy
43,845
+1,469
+3% +$64.6K 0.83% 38
2020
Q2 		$1.82M Buy
42,376
+4,637
+12% +$196K 0.83% 38
2020
Q1 		$1.54M Buy
+37,739
New +$1.69M 0.84% 37

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.5% in Q3 2020, buying an estimated $64.6K and bringing the position to 43,845 shares worth $1.93M. The position accounts for 0.83% of the portfolio, ranked #38.

LifePlan Financial Group first reported a position in SHYG in Q1 2020 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

  • LifePlan Financial Group held 43,845 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.93M as of Q3 2020.
  • LifePlan Financial Group bought 1,469 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $64.6K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.83% of LifePlan Financial Group's portfolio in Q3 2020, its #38 holding.
  • LifePlan Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

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