Life Steps Financial, Inc. Closed Holding Positions

Life Steps Financial, Inc.

  • $128 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Jul 13, 2022
16,728
$75.68 - $77.74 $1.27M - $1.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Jul 13, 2022
17,200
$99.0 - $100.08 $1.7M - $1.72M
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Jul 13, 2022
85,955
$48.73 - $49.59 $4.19M - $4.26M
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2022 Filed on Jul 13, 2022
276,988
$29.16 - $29.7 $8.08M - $8.23M
General Electric CO
Q3 2021 Filed on Oct 06, 2021
12,511
N/A
VGSH
Vanguard

ETFs
Q2 2021 Filed on Jul 09, 2021
8,030
$61.41 - $61.64 $493K - $495K
VPU
Vanguard Utilities ETF

ETFs
Q1 2021 Filed on Apr 20, 2021
8,788
$128.27 - $140.64 $1.13M - $1.24M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2020 Filed on Jan 25, 2021
1,871
$111.26 - $113.14 $208K - $212K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q2 2020 Filed on Aug 05, 2020
30,747
$25.75 - $27.02 $792K - $831K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q2 2020 Filed on Aug 05, 2020
61,152
$25.25 - $26.25 $1.54M - $1.61M
Ishares Tr
Q2 2020 Filed on Aug 05, 2020
62,818
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q2 2020 Filed on Aug 05, 2020
66,357
$25.61 - $26.52 $1.7M - $1.76M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q2 2020 Filed on Aug 05, 2020
75,571
$24.36 - $26.36 $1.84M - $1.99M
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2020 Filed on Aug 05, 2020
99,544
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2020 Filed on Aug 05, 2020
91,749
$24.71 - $26.23 $2.27M - $2.41M
Ishares Tr
Q2 2020 Filed on Aug 05, 2020
102,531
N/A
Ishares Tr
Q2 2020 Filed on Aug 05, 2020
70,472
N/A
Ishares Tr
Q2 2020 Filed on Aug 05, 2020
110,195
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on May 21, 2020
9,770
$20.56 - $33.46 $201K - $327K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on May 21, 2020
8,919
$22.28 - $36.03 $199K - $321K
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