Stancorp Investment Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stancorp Investment Advisers’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$358K	Sell	2,938 -1,657	-36%	-$201K	0.17%	133
2014 Q4	$549K	Buy	+4,595	New	+$548K	0.25%	114

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Stancorp Investment Advisers reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 36% in Q1 2015, selling an estimated $201K and leaving 2,938 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #133.

Stancorp Investment Advisers first reported a position in LQD in Q4 2014 and has held it in 2 quarters since. The position peaked at $549K in Q4 2014. 557 funds tracked by Wall St. Rank hold LQD as of Q1 2015.

Stancorp Investment Advisers held 2,938 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $358K as of Q1 2015.
Stancorp Investment Advisers sold 1,657 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $201K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Stancorp Investment Advisers's portfolio in Q1 2015, its #133 holding.
Stancorp Investment Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 2 quarters since.
Stancorp Investment Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $549K in Q4 2014.
557 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2015.

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