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Ishares Tr 0-5yr hi yl cp shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Tr 0-5yr hi yl cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.9M 44k 43.95
2020-06-30 $1.8M 42k 42.90
2020-03-31 $1.5M 38k 40.86

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Bramshill Investments
Assetmark
Empower Advisory Group
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
LPL Financial
Wealthfront Advisers
Nepc
Mercer Global Advisors
Envestnet Asset Management
Arch Capital Group
Nomura Asset Management
Wells Fargo & Company

View all funds holding Ishares Tr 0-5yr hi yl cp