$40.4 Million is the total value of FBL INVESTMENT MANAGEMENT SERVICES INC/IA's 15 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VCIT | Buy | VANGUARDmf | $11,690,000 | +9.4% | 128,000 | +9.3% | 28.93% | +3.3% |
VNQ | Buy | VANGUARDmf | $1,197,000 | -0.4% | 12,903 | +0.1% | 2.96% | -6.0% |
Buy | VANGUARDmf | $511,000 | +9.0% | 6,415 | +0.5% | 1.26% | +2.8% | |
Buy | VANGUARDmf | $413,000 | +9.0% | 13,828 | +1.1% | 1.02% | +2.8% | |
Buy | VANGUARDmf | $84,000 | +9.1% | 2,934 | +0.8% | 0.21% | +3.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES | 27 | Q4 2019 | 27.3% |
VANGUARD | 27 | Q4 2019 | 28.9% |
ISHARES | 27 | Q4 2019 | 9.0% |
ISHARES | 27 | Q4 2019 | 9.8% |
ISHARES | 27 | Q4 2019 | 7.7% |
ISHARES | 27 | Q4 2019 | 8.5% |
ISHARES | 27 | Q4 2019 | 7.0% |
SPDR | 26 | Q4 2019 | 4.5% |
VANGUARD INDEX FUNDS MSCI EMER | 25 | Q4 2019 | 2.9% |
METLIFE INC | 25 | Q2 2019 | 0.8% |
View FBL INVESTMENT MANAGEMENT SERVICES INC/IA's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
NEW PLAN EXCEL REALTY TRUST INC | January 26, 2004 | 160,000 | 10.7% |
View FBL INVESTMENT MANAGEMENT SERVICES INC/IA's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-02-04 |
13F-HR | 2019-11-01 |
13F-HR | 2019-08-09 |
13F-HR | 2019-05-15 |
13F-HR | 2019-02-13 |
13F-HR | 2018-11-09 |
13F-HR | 2018-08-08 |
13F-HR | 2018-05-10 |
13F-HR | 2018-02-09 |
13F-HR | 2017-11-09 |
View FBL INVESTMENT MANAGEMENT SERVICES INC/IA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.