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LifePlan Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

LifePlan Financial Group’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$264K Buy
1,585
+292
+23% +$49.1K 0.11% 112
2020
Q2 		$216K Hold
1,293
– – 0.1% 116
2020
Q1 		$217K Buy
1,293
+106
+9% +$16.4K 0.12% 109
2019
Q4 		$170K Buy
1,187
+332
+39% +$48.7K 0.08% 143
2019
Q3 		$128K Hold
855
– – 0.06% 161
2019
Q2 		$122K Sell
855
-529
-38% -$73.2K 0.06% 162
2019
Q1 		$190K Sell
1,384
-35
-2% -$4.68K 0.1% 129
2018
Q4 		$189K Sell
1,419
-37
-3% -$4.75K 0.12% 123
2018
Q3 		$187K Sell
1,456
-1,042
-42% -$136K 0.1% 128
2018
Q2 		$328K Sell
2,498
-213
-8% -$27.7K 0.18% 86
2018
Q1 		$359K Buy
2,711
+130
+5% +$17.1K 0.21% 78
2017
Q4 		$352K Hold
2,581
– – 0.22% 80
2017
Q3 		$352K Buy
2,581
+704
+38% +$96.6K 0.22% 80
2017
Q2 		$256K Sell
1,877
-236
-11% -$32.2K 0.18% 97
2017
Q1 		$284K Sell
2,113
-9,141
-81% -$1.22M 0.2% 88
2016
Q4 		$1.5M Sell
11,254
-5,655
-33% -$776K 1.05% 34
2016
Q3 		$2.45M Sell
16,909
-16,393
-49% -$2.39M 1.68% 24
2016
Q2 		$4.88M Buy
33,302
+258
+0.8% +$36.7K 3.35% 6
2016
Q1 		$4.68M Buy
33,044
+9,174
+38% +$1.28M 3.32% 8
2015
Q4 		$3.2M Sell
23,870
-405
-2% -$54.9K 2.28% 18
2015
Q3 		$3.33M Buy
+24,275
New +$3.28M 2.42% 17

Other funds holding TLH

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q3 2020, buying an estimated $49.1K and bringing the position to 1,585 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #112.

LifePlan Financial Group first reported a position in TLH in Q3 2015 and has held it in 21 quarters since. The position peaked at $4.88M in Q2 2016. 145 funds tracked by Wall St. Rank hold TLH as of Q3 2020.

  • LifePlan Financial Group held 1,585 shares of iShares 10-20 Year Treasury Bond ETF worth $264K as of Q3 2020.
  • LifePlan Financial Group bought 292 iShares 10-20 Year Treasury Bond ETF shares in Q3 2020, an estimated $49.1K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.11% of LifePlan Financial Group's portfolio in Q3 2020, its #112 holding.
  • LifePlan Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2015 and has held it in 21 quarters since.
  • LifePlan Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $4.88M in Q2 2016.
  • 145 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2020.

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