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Stancorp Investment Advisers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stancorp Investment Advisers’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$2K Hold
19
– – ﹤0.01% 640
2014
Q4 		$2K Buy
+19
New +$2.02K ﹤0.01% 630

Other funds holding SUB

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

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

Stancorp Investment Advisers held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2015 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Stancorp Investment Advisers first reported a position in SUB in Q4 2014 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold SUB as of Q1 2015.

  • Stancorp Investment Advisers held 19 shares of iShares Short-Term National Muni Bond ETF worth $2K as of Q1 2015.
  • Stancorp Investment Advisers left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2015.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #640 holding.
  • Stancorp Investment Advisers first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2015.

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