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BB&T Investment Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BB&T Investment Services’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$86K Buy
715
+142
+25% +$17.4K 0.01% 445
2017
Q3 		$70K Buy
573
+296
+107% +$36.7K 0.01% 449
2017
Q2 		$34K Sell
277
-2,232
-89% -$276K 0.01% 545
2017
Q1 		$305K Buy
2,509
+577
+30% +$70.8K 0.12% 164
2016
Q4 		$236K Buy
+1,932
New +$240K 0.17% 134

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BB&T Investment Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 25% in Q4 2017, buying an estimated $17.4K and bringing the position to 715 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #445.

BB&T Investment Services first reported a position in IEI in Q4 2016 and has held it in 5 quarters since. The position peaked at $305K in Q1 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

  • BB&T Investment Services held 715 shares of iShares 3-7 Year Treasury Bond ETF worth $86K as of Q4 2017.
  • BB&T Investment Services bought 142 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $17.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #445 holding.
  • BB&T Investment Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares 3-7 Year Treasury Bond ETF position peaked at $305K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

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