SIA
IBMD

Stancorp Investment Advisers’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Stancorp Investment Advisers’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$41K Buy
785
+1
+0.1% +$53 0.02% 305
2014
Q4 		$41K Buy
+784
New +$41.4K 0.02% 282

Other funds holding IBMD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Stancorp Investment Advisers's IBMD Position: Q1 2015 in Review

Stancorp Investment Advisers increased its ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) stake by 0.13% in Q1 2015, buying an estimated $53 and bringing the position to 785 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #305.

Stancorp Investment Advisers first reported a position in IBMD in Q4 2014 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IBMD as of Q1 2015.

  • Stancorp Investment Advisers held 785 shares of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF worth $41K as of Q1 2015.
  • Stancorp Investment Advisers bought 1 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF share in Q1 2015, an estimated $53.
  • ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #305 holding.
  • Stancorp Investment Advisers first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2014 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.