BB&T Investment Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BB&T Investment Services’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$5.51M	Buy	45,321 +13,123	+41%	+$1.59M	0.93%	14
2017 Q3	$3.91M	Buy	32,198 +18,168	+129%	+$2.2M	0.78%	20
2017 Q2	$1.69M	Buy	14,030 +10,542	+302%	+$1.26M	0.42%	46
2017 Q1	$411K	Buy	3,488 +2,112	+153%	+$248K	0.16%	128
2016 Q4	$163K	Buy	+1,376	New	+$164K	0.12%	165

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BB&T Investment Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 41% in Q4 2017, buying an estimated $1.59M and bringing the position to 45,321 shares worth $5.51M. The position accounts for 0.93% of the portfolio, ranked #14.

BB&T Investment Services first reported a position in LQD in Q4 2016 and has held it in 5 quarters since. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

BB&T Investment Services held 45,321 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.51M as of Q4 2017.
BB&T Investment Services bought 13,123 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $1.59M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.93% of BB&T Investment Services's portfolio in Q4 2017, its #14 holding.
BB&T Investment Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 5 quarters since.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

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