SIA
IBMF

Stancorp Investment Advisers’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Stancorp Investment Advisers’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$42K Buy
1,518
+4
+0.3% +$110 0.02% 300
2014
Q4 		$42K Buy
+1,514
New +$41.7K 0.02% 275

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stancorp Investment Advisers increased its iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) stake by 0.26% in Q1 2015, buying an estimated $110 and bringing the position to 1,518 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #300.

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

  • Stancorp Investment Advisers held 1,518 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $42K as of Q1 2015.
  • Stancorp Investment Advisers bought 4 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2015, an estimated $110.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #300 holding.
  • Stancorp Investment Advisers first reported a position in iShares iBonds Sep 2017 Term 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 2017 Term Muni Bond ETF as of Q1 2015.

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