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BB&T Investment Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BB&T Investment Services’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$9K Sell
80
-499
-86% -$55K ﹤0.01% 990
2017
Q3 		$64K Buy
579
+569
+5,690% +$62.8K 0.01% 472
2017
Q2 		$1K Hold
10
– – ﹤0.01% 1074
2017
Q1 		$1K Hold
10
– – ﹤0.01% 1017
2016
Q4 		$1K Buy
+10
New +$1.1K ﹤0.01% 763

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BB&T Investment Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 86% in Q4 2017, selling an estimated $55K and leaving 80 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

BB&T Investment Services first reported a position in SHV in Q4 2016 and has held it in 5 quarters since. The position peaked at $64K in Q3 2017. 153 funds tracked by Wall St. Rank hold SHV as of Q4 2017.

  • BB&T Investment Services held 80 shares of iShares 0-1 Year Treasury Bond ETF worth $9K as of Q4 2017.
  • BB&T Investment Services sold 499 iShares 0-1 Year Treasury Bond ETF shares in Q4 2017, an estimated $55K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #990 holding.
  • BB&T Investment Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares 0-1 Year Treasury Bond ETF position peaked at $64K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2017.

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