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BB&T Investment Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BB&T Investment Services’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$400K Buy
3,876
+1,029
+36% +$109K 0.07% 224
2017
Q3 		$295K Buy
2,847
+227
+9% +$24.3K 0.06% 233
2017
Q2 		$273K Buy
2,620
+1,384
+112% +$148K 0.07% 218
2017
Q1 		$125K Sell
1,236
-1,368
-53% -$144K 0.05% 236
2016
Q4 		$273K Buy
+2,604
New +$280K 0.2% 115

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BB&T Investment Services's IEF Position: Q4 2017 in Review

BB&T Investment Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q4 2017, buying an estimated $109K and bringing the position to 3,876 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #224.

BB&T Investment Services first reported a position in IEF in Q4 2016 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • BB&T Investment Services held 3,876 shares of iShares 7-10 Year Treasury Bond ETF worth $400K as of Q4 2017.
  • BB&T Investment Services bought 1,029 iShares 7-10 Year Treasury Bond ETF shares in Q4 2017, an estimated $109K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #224 holding.
  • BB&T Investment Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.