EquiTrust Investment Management Services
Latest statistics and disclosures from Fbl Investment Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, LQD, IWF, IWD, IWO, and represent 77.10% of Fbl Investment Management Services's stock portfolio.
- Added to shares of these 5 stocks: VCIT, VTIAX, VTSAX, VNQ, VTWAX.
- Fbl Investment Management Services was a net buyer of stock by $1.0M.
- Fbl Investment Management Services has $40M in assets under management (AUM), dropping by 5.98%.
- Central Index Key (CIK): 0001141911
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Portfolio Holdings for Fbl Investment Management Services
Fbl Investment Management Services holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 28.9 | $12M | +9% | 128k | 91.33 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 25.9 | $11M | 82k | 127.93 |
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| iShares Russell 1000 Growth Index (IWF) | 7.7 | $3.1M | 18k | 175.93 |
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| iShares Russell 1000 Value Index (IWD) | 7.4 | $3.0M | 22k | 136.49 |
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| iShares Russell 2000 Growth Index (IWO) | 7.2 | $2.9M | 14k | 214.15 |
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| iShares Russell 2000 Value Index (IWN) | 6.7 | $2.7M | 21k | 128.62 |
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| Spdr Series Trust barcly cap etf (SPLB) | 4.3 | $1.7M | 57k | 30.10 |
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| Vanguard REIT ETF (VNQ) | 3.0 | $1.2M | 13k | 92.77 |
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| Vanguard Emerging Markets ETF (VWO) | 2.7 | $1.1M | 24k | 44.46 |
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| iShares MSCI EAFE Index Fund (EFA) | 2.3 | $917k | 13k | 69.47 |
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| Vanguard Total Stock Mkt Index (VTSAX) | 1.3 | $511k | 6.4k | 79.66 |
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| D Ishares (EEMS) | 1.1 | $431k | 9.6k | 44.96 |
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| Vanguard Total Intl Stock Inde (VTIAX) | 1.0 | $413k | 14k | 29.87 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.5 | $198k | 3.2k | 62.36 |
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| Vanguard mf (VTWAX) | 0.2 | $84k | 2.9k | 28.63 |
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Past Filings by Fbl Investment Management Services
SEC 13F filings are viewable for Fbl Investment Management Services going back to 2011
- Fbl Investment Management Services 2019 Q4 filed Feb. 4, 2020
- Fbl Investment Management Services 2019 Q3 filed Nov. 1, 2019
- Fbl Investment Management Services 2019 Q2 filed Aug. 9, 2019
- Fbl Investment Management Services 2019 Q1 filed May 15, 2019
- Fbl Investment Management Services 2018 Q4 filed Feb. 13, 2019
- Fbl Investment Management Services 2018 Q3 filed Nov. 9, 2018
- Fbl Investment Management Services 2018 Q2 filed Aug. 8, 2018
- Fbl Investment Management Services 2018 Q1 filed May 10, 2018
- Fbl Investment Management Services 2017 Q4 filed Feb. 9, 2018
- Fbl Investment Management Services 2017 Q3 filed Nov. 9, 2017
- Fbl Investment Management Services 2017 Q2 filed Aug. 11, 2017
- Fbl Investment Management Services 2017 Q1 filed May 10, 2017
- Fbl Investment Management Services 2016 Q4 filed Feb. 15, 2017
- Fbl Investment Management Services 2016 Q3 filed Nov. 15, 2016
- Fbl Investment Management Services 2016 Q2 filed Aug. 15, 2016
- Fbl Investment Management Services 2016 Q1 filed May 23, 2016