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BB&T Investment Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BB&T Investment Services’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$151K Sell
1,815
-1,707
-48% -$144K 0.03% 333
2017
Q3 		$295K Buy
3,522
+1,179
+50% +$99.7K 0.06% 235
2017
Q2 		$197K Buy
2,343
+1,455
+164% +$123K 0.05% 254
2017
Q1 		$75K Sell
888
-8,537
-91% -$721K 0.03% 304
2016
Q4 		$795K Buy
+9,425
New +$798K 0.58% 44

Other funds holding SHY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

BB&T Investment Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q4 2017, selling an estimated $144K and leaving 1,815 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #333.

BB&T Investment Services first reported a position in SHY in Q4 2016 and has held it in 5 quarters since. The position peaked at $795K in Q4 2016. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • BB&T Investment Services held 1,815 shares of iShares 1-3 Year Treasury Bond ETF worth $151K as of Q4 2017.
  • BB&T Investment Services sold 1,707 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $144K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #333 holding.
  • BB&T Investment Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares 1-3 Year Treasury Bond ETF position peaked at $795K in Q4 2016.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

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