LifePlan Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$10K	Buy	260 +126	+94%	+$4.98K	﹤0.01%	411
2020 Q2	$5K	Hold	134	–	–	﹤0.01%	484
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	458
2019 Q4	$6K	Hold	134	–	–	﹤0.01%	456
2019 Q3	$5K	Hold	134	–	–	﹤0.01%	465
2019 Q2	$5K	Hold	134	–	–	﹤0.01%	463
2019 Q1	$5K	Buy	+134	New	+$5.34K	﹤0.01%	463

Other funds holding USHY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 94% in Q3 2020, buying an estimated $4.98K and bringing the position to 260 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

LifePlan Financial Group first reported a position in USHY in Q1 2019 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold USHY as of Q3 2020.

LifePlan Financial Group held 260 shares of iShares Broad USD High Yield Corporate Bond ETF worth $10K as of Q3 2020.
LifePlan Financial Group bought 126 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $4.98K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #411 holding.
LifePlan Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2020.

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