LifePlan Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$37K	Sell	603 -243	-29%	-$14.9K	0.02%	273
2020 Q2	$51K	Hold	846	–	–	0.02%	243
2020 Q1	$47K	Hold	846	–	–	0.03%	230
2019 Q4	$49K	Hold	846	–	–	0.02%	253
2019 Q3	$49K	Hold	846	–	–	0.02%	248
2019 Q2	$48K	Hold	846	–	–	0.02%	248
2019 Q1	$47K	Hold	846	–	–	0.03%	250
2018 Q4	$45K	Hold	846	–	–	0.03%	244
2018 Q3	$45K	Hold	846	–	–	0.02%	264
2018 Q2	$45K	Hold	846	–	–	0.03%	253
2018 Q1	$46K	Buy	+846	New	+$46.4K	0.03%	238

Other funds holding USIG

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 29% in Q3 2020, selling an estimated $14.9K and leaving 603 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #273.

LifePlan Financial Group first reported a position in USIG in Q1 2018 and has held it in 11 quarters since. The position peaked at $51K in Q2 2020. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

LifePlan Financial Group held 603 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $37K as of Q3 2020.
LifePlan Financial Group sold 243 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $14.9K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #273 holding.
LifePlan Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51K in Q2 2020.
216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

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