LifePlan Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$13K	Hold	492	–	–	0.01%	388
2020 Q2	$13K	Hold	492	–	–	0.01%	393
2020 Q1	$12K	Hold	492	–	–	0.01%	382
2019 Q4	$13K	Hold	492	–	–	0.01%	397
2019 Q3	$13K	Hold	492	–	–	0.01%	393
2019 Q2	$12K	Hold	492	–	–	0.01%	393
2019 Q1	$12K	Hold	492	–	–	0.01%	395
2018 Q4	$12K	Buy	+492	New	+$12K	0.01%	369

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LifePlan Financial Group held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2020 at 492 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #388.

LifePlan Financial Group first reported a position in SUSB in Q4 2018 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

LifePlan Financial Group held 492 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $13K as of Q3 2020.
LifePlan Financial Group left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2020.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #388 holding.
LifePlan Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

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