108 is the total number of securities FBL INVESTMENT MANAGEMENT SERVICES INC/IA has owned. The longest FBL INVESTMENT MANAGEMENT SERVICES INC/IA has owned a single stock is 27 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LQD | ISHARES | 27 | 27 | 0.36% | 14.19% | 27.35% | Q2 2013 | Q4 2019 | 27 |
VCIT | VANGUARD | 27 | 27 | 0.36% | 10.37% | 28.93% | Q2 2013 | Q4 2019 | 27 |
IWD | ISHARES | 27 | 27 | 4.15% | 6.78% | 9.04% | Q2 2013 | Q4 2019 | 27 |
IWF | ISHARES | 27 | 27 | 1.19% | 5.66% | 9.79% | Q2 2013 | Q4 2019 | 27 |
IWN | ISHARES | 27 | 27 | 3.86% | 5.28% | 7.72% | Q2 2013 | Q4 2019 | 27 |
IWO | ISHARES | 27 | 27 | 3.29% | 5.14% | 8.47% | Q2 2013 | Q4 2019 | 27 |
EFA | ISHARES | 27 | 27 | 1.62% | 2.59% | 6.99% | Q2 2013 | Q4 2019 | 27 |
SPLB | SPDR | 26 | 26 | 0.08% | 2.80% | 4.50% | Q3 2013 | Q4 2019 | 26 |
VWO | VANGUARD INDEX FUNDS M... | 21 | 1 | 1.74% | 2.28% | 2.94% | Q2 2013 | Q4 2019 | 25 |
METPRA | METLIFE INC | 25 | 25 | 0.30% | 0.59% | 0.78% | Q2 2013 | Q2 2019 | 25 |
JP MORGAN CHASE & CO | 25 | 25 | 0.22% | 0.49% | 0.65% | Q2 2013 | Q2 2019 | 25 | |
IVV | ISHARES | 20 | 4 | 0.07% | 5.03% | 7.06% | Q2 2013 | Q2 2019 | 24 |
VANGUARD | 24 | 24 | 0.05% | 3.17% | 8.28% | Q2 2013 | Q1 2019 | 24 | |
VNQ | VANGUARD | 20 | 1 | 0.42% | 2.24% | 3.15% | Q3 2013 | Q4 2019 | 24 |
VANGUARD | 24 | 24 | 0.10% | 1.37% | 3.05% | Q2 2013 | Q1 2019 | 24 | |
WFCPRR | WELLS FARGO CO | 23 | 23 | 1.96% | 2.64% | 4.10% | Q4 2013 | Q2 2019 | 23 |
USBPRA | U S BANCORP | 21 | 1 | 0.36% | 0.69% | 0.94% | Q2 2013 | Q2 2019 | 23 |
BACPRDCL | BANK OF AMERICA | 11 | 1 | 0.34% | 0.55% | 0.97% | Q2 2013 | Q1 2018 | 18 |
VANGUARD | 17 | 17 | 0.31% | 1.72% | 2.18% | Q2 2015 | Q2 2019 | 17 | |
IWM | ISHARES | 17 | 17 | 0.09% | 0.75% | 1.14% | Q2 2015 | Q2 2019 | 17 |
EYMXP | ENTERGY MISSISSIPPI INC | 14 | 14 | 0.28% | 0.49% | 0.59% | Q2 2013 | Q3 2016 | 14 |
JPMORGAN US GOVT MMKT FD | 12 | 12 | 6.26% | 9.64% | 16.47% | Q4 2014 | Q3 2017 | 12 | |
PLPRCCL | PROTECTIVE LIFE | 12 | 12 | 0.98% | 1.11% | 1.23% | Q3 2014 | Q2 2017 | 12 |
NORTHERN INSTL | 10 | 10 | 1.64% | 9.37% | 24.24% | Q2 2013 | Q3 2015 | 10 | |
MBB | ISHARES | 9 | 9 | 0.16% | 0.62% | 1.08% | Q2 2013 | Q2 2015 | 9 |
SCEDN | SOUTHERN CALIFORNIA ED... | 9 | 9 | 0.29% | 0.44% | 0.54% | Q2 2013 | Q2 2015 | 9 |
PFGZP | PRINCIPAL FINANCIAL GROUP | 8 | 8 | 0.90% | 1.39% | 2.10% | Q2 2013 | Q1 2015 | 8 |
PNC FINANCIAL SERVICES | 8 | 8 | 0.44% | 0.91% | 1.58% | Q2 2013 | Q1 2015 | 8 | |
AGG | ISHARES | 8 | 8 | 0.08% | 0.50% | 1.14% | Q2 2013 | Q1 2015 | 8 |
SCZ | ISHARES | 3 | 1 | 0.10% | 0.39% | 0.49% | Q2 2013 | Q4 2019 | 8 |
FEDERATED BOND FUND | 8 | 8 | 0.18% | 0.26% | 0.36% | Q2 2013 | Q1 2015 | 8 | |
FEDERATED TOTAL RETURN... | 8 | 8 | 0.04% | 0.18% | 0.36% | Q2 2013 | Q1 2015 | 8 | |
AIM SHORT TERM INV TR ... | 7 | 7 | 5.59% | 12.67% | 19.32% | Q4 2015 | Q2 2017 | 7 | |
VANGUARD PRIME MONEY M... | 7 | 7 | 0.06% | 0.30% | 0.44% | Q4 2017 | Q2 2019 | 7 | |
VANGUARD | 5 | 1 | 0.02% | 0.23% | 0.34% | Q3 2016 | Q2 2019 | 7 | |
MGK | VANGUARD MEGA CAP | 4 | 1 | 1.72% | 2.12% | 2.54% | Q2 2013 | Q1 2019 | 6 |
VUG | VANGUARD | 4 | 1 | 1.45% | 2.05% | 3.01% | Q2 2013 | Q1 2019 | 6 |
PNCPRP | PNC FINANCIAL SERVICES | 4 | 1 | 1.36% | 2.03% | 2.51% | Q2 2013 | Q1 2019 | 6 |
RZA | REINSURANCE GROUP OF A... | 4 | 1 | 1.14% | 1.88% | 2.62% | Q2 2013 | Q1 2019 | 6 |
COBANK | 4 | 1 | 1.12% | 1.70% | 2.13% | Q2 2013 | Q1 2019 | 6 | |
USBPRM | U S BANCORP | 4 | 1 | 1.11% | 1.65% | 2.02% | Q2 2013 | Q1 2019 | 6 |
MTBPRC | M&T BANK CORP | 4 | 1 | 1.07% | 1.64% | 2.10% | Q2 2013 | Q1 2019 | 6 |
ALLPRB | ALLSTATE CORP | 4 | 1 | 0.45% | 1.36% | 2.91% | Q2 2013 | Q1 2019 | 6 |
EEMS | ISHARES | 6 | 6 | 1.02% | 1.06% | 1.11% | Q3 2018 | Q4 2019 | 6 |
VANGUARD | 6 | 6 | 0.10% | 0.41% | 0.59% | Q4 2017 | Q1 2019 | 6 | |
EAB | ENTERGY ARKANSAS | 4 | 1 | 0.19% | 0.29% | 0.38% | Q2 2013 | Q1 2019 | 6 |
WFCPRQ | WELLS FARGO CO | 3 | 1 | 1.04% | 2.10% | 2.98% | Q3 2013 | Q1 2019 | 5 |
JP MORGAN CHASE & CO | 3 | 1 | 0.73% | 1.49% | 2.10% | Q3 2013 | Q1 2019 | 5 | |
EEM | ISHARES | 2 | 1 | 0.14% | 0.95% | 1.98% | Q2 2013 | Q1 2019 | 5 |
USBPRNCL | U S BANCORP | 4 | 4 | 1.80% | 2.26% | 2.72% | Q2 2013 | Q1 2014 | 4 |
PFGPRBCL | PRINCIPAL FINANCIAL GROUP | 4 | 4 | 1.12% | 1.48% | 1.83% | Q2 2013 | Q1 2014 | 4 |
FSCFL | FIFTH STREET FINANCE CORP | 4 | 4 | 1.00% | 1.37% | 1.68% | Q2 2013 | Q1 2014 | 4 |
OEF | ISHARES | 4 | 4 | 0.56% | 0.66% | 0.74% | Q2 2013 | Q1 2014 | 4 |
FEDERATED EQUITY INCOM... | 4 | 4 | 0.56% | 0.65% | 0.72% | Q2 2013 | Q1 2014 | 4 | |
JPMORGAN US TREAS PL ... | 3 | 3 | 0.38% | 17.65% | 27.99% | Q4 2013 | Q2 2014 | 3 | |
JPMORGAN US TREAS PL ... | 3 | 3 | 1.41% | 12.00% | 20.45% | Q4 2013 | Q2 2014 | 3 | |
FIRST AMERICAN | 2 | 1 | 3.34% | 7.35% | 14.50% | Q2 2013 | Q3 2017 | 3 | |
STTPRD | STATE STREET CORP | 1 | 1 | 0.88% | 2.54% | 3.37% | Q1 2014 | Q1 2019 | 3 |
SPY | STANDARD AND POORS 500... | 3 | 3 | 1.63% | 1.74% | 1.80% | Q2 2013 | Q4 2013 | 3 |
M&T BANK CORP | 1 | 1 | 0.88% | 1.17% | 1.32% | Q1 2014 | Q1 2019 | 3 | |
T ROWE PRICE INST LARG... | 3 | 3 | 0.95% | 1.11% | 1.25% | Q2 2013 | Q4 2013 | 3 | |
MERIDIAN GROWTH FUND INC | 3 | 3 | 0.90% | 1.05% | 1.18% | Q2 2013 | Q4 2013 | 3 | |
VANGUARD WINDSOR II | 3 | 3 | 0.74% | 0.87% | 0.99% | Q2 2013 | Q4 2013 | 3 | |
T ROWE PRICE GROWTH ST... | 3 | 3 | 0.75% | 0.84% | 0.91% | Q2 2013 | Q4 2013 | 3 | |
SCEPRH | SCE TRUST III | 1 | 1 | 0.58% | 0.75% | 0.83% | Q1 2014 | Q1 2019 | 3 |
FRANKLIN GROWTH FUND | 3 | 3 | 0.63% | 0.72% | 0.80% | Q2 2013 | Q4 2013 | 3 | |
SJNK | SPDR BARCLAYS | 3 | 3 | 0.39% | 0.56% | 0.71% | Q3 2013 | Q1 2014 | 3 |
VANGUARD INDEX FUNDS M... | 3 | 3 | 0.42% | 0.51% | 0.59% | Q2 2013 | Q4 2013 | 3 | |
DIAMOND HILL SMALL CAP... | 3 | 3 | 0.42% | 0.49% | 0.55% | Q2 2013 | Q4 2013 | 3 | |
WNAPRCL | WACHOVIA PFD FUNDING | 3 | 3 | 0.21% | 0.28% | 0.34% | Q2 2013 | Q4 2013 | 3 |
JPMORGAN US TREAS PL ... | 2 | 2 | 14.35% | 15.66% | 16.97% | Q2 2013 | Q3 2013 | 2 | |
JPMORGAN US TREAS PL ... | 2 | 2 | 1.29% | 4.18% | 7.08% | Q2 2013 | Q3 2013 | 2 | |
GENERAL ELECTRIC COMPANY | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2018 | Q1 2019 | 2 | |
TYG | TORTOISE ENERGY INFRAS... | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2018 | Q1 2019 | 2 |
AMERICAN EXPRESS COMPANY | 1 | 1 | 2.48% | 2.48% | 2.48% | Q3 2018 | Q1 2019 | 2 | |
JPMORGAN US TREAS PL ... | 2 | 2 | 1.59% | 2.25% | 2.91% | Q2 2013 | Q3 2013 | 2 | |
PSAPRZCL | PUBLIC STORAGE | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2018 | Q1 2019 | 2 |
BANK OF NEW YORK MELLO... | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2018 | Q1 2019 | 2 | |
OCSLL | OAKTREE SPECIALTY LEND... | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2018 | Q1 2019 | 2 |
COBANK | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2018 | Q1 2019 | 2 | |
METLIFE INC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2018 | Q1 2019 | 2 | |
VANGUARD | 2 | 2 | 1.23% | 1.25% | 1.26% | Q3 2019 | Q4 2019 | 2 | |
VCSH | VANGUARD | 2 | 2 | 0.74% | 1.21% | 1.68% | Q2 2013 | Q3 2013 | 2 |
JPMORGAN US TREAS PL ... | 2 | 2 | 0.64% | 1.11% | 1.58% | Q4 2013 | Q1 2014 | 2 | |
JNK | SPDR | 2 | 2 | 0.62% | 1.02% | 1.41% | Q2 2013 | Q3 2013 | 2 |
VANGUARD | 2 | 2 | 0.99% | 1.01% | 1.02% | Q3 2019 | Q4 2019 | 2 | |
STTPRG | STATE STREET CORP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2018 | Q1 2019 | 2 |
VTV | VANGUARD | 2 | 2 | 0.44% | 0.72% | 1.00% | Q2 2013 | Q3 2013 | 2 |
IVW | ISHARES | 2 | 2 | 0.43% | 0.70% | 0.97% | Q2 2013 | Q3 2013 | 2 |
ICF | ISHARES | 2 | 2 | 0.34% | 0.55% | 0.77% | Q2 2013 | Q3 2013 | 2 |
HYG | ISHARES | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q1 2019 | 2 |
STATE STREET CORP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2018 | Q1 2019 | 2 | |
IWS | ISHARES | 2 | 2 | 0.22% | 0.36% | 0.50% | Q2 2013 | Q3 2013 | 2 |
IYR | ISHARES | 2 | 2 | 0.21% | 0.35% | 0.48% | Q2 2013 | Q3 2013 | 2 |
VBK | VANGUARD | 2 | 2 | 0.21% | 0.34% | 0.48% | Q2 2013 | Q3 2013 | 2 |
HTGXCL | HERCULES CAPITAL INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q1 2019 | 2 |
IWP | ISHARES | 2 | 2 | 0.20% | 0.33% | 0.46% | Q2 2013 | Q3 2013 | 2 |
GSG | ISHARES | 2 | 2 | 0.19% | 0.32% | 0.44% | Q2 2013 | Q3 2013 | 2 |
IWC | ISHARES | 2 | 2 | 0.19% | 0.30% | 0.42% | Q2 2013 | Q3 2013 | 2 |
WPS | ISHARES | 2 | 2 | 0.14% | 0.24% | 0.33% | Q2 2013 | Q3 2013 | 2 |
VANGUARD | 2 | 2 | 0.20% | 0.20% | 0.21% | Q3 2019 | Q4 2019 | 2 | |
FIRST AMERICAN | 2 | 2 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2013 | 2 | |
JPMORGAN US TREAS PL ... | 1 | 1 | 14.14% | 14.14% | 14.14% | Q3 2014 | Q3 2014 | 1 | |
FIDELITY GOVT PORT-INS | 1 | 1 | 4.05% | 4.05% | 4.05% | Q2 2019 | Q2 2019 | 1 | |
MUB | ISHARES | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2013 | Q3 2013 | 1 |
BANK OF AMERICA | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2014 | Q4 2014 | 1 | |
BANK OF AMERICA | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2015 | Q2 2015 | 1 | |
JPMORGAN US TREAS PL ... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2014 | Q3 2014 | 1 | |
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The securities at the top of the list , including ISHARES, VANGUARD, and ISHARES, are the highest-conviction holdings of FBL INVESTMENT MANAGEMENT SERVICES INC/IA.
The conviction is calculated by counting the number of quarters a security has been reported by FBL INVESTMENT MANAGEMENT SERVICES INC/IA. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FBL INVESTMENT MANAGEMENT SERVICES INC/IA owns currently or has owned in the past.