LifePlan Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10	Closed	-$1K	–	566
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	530
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	529
2018 Q2	$1K	Sell	10 -10	-50%	-$1.05K	﹤0.01%	512
2018 Q1	$2K	Buy	+20	New	+$2.1K	﹤0.01%	478

Other funds holding SUB

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LifePlan Financial Group's SUB Position: Q1 2019 in Review

LifePlan Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in SUB in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 296 funds tracked by Wall St. Rank hold SUB as of Q1 2019.

LifePlan Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
LifePlan Financial Group sold 10 iShares Short-Term National Muni Bond ETF shares in Q1 2019, an estimated $1K.
LifePlan Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2018 and held it in 4 quarters.
LifePlan Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $2K in Q1 2018.
296 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2019.

Based on LifePlan Financial Group's 13F filing for Q1 2019, filed 8 Apr 2019.