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BB&T Investment Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BB&T Investment Services’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$4.07M Buy
40,915
+14,042
+52% +$1.41M 0.68% 29
2017
Q3 		$2.71M Buy
26,873
+21,709
+420% +$2.18M 0.54% 41
2017
Q2 		$521K Buy
5,164
+4,794
+1,296% +$484K 0.13% 146
2017
Q1 		$37K Buy
+370
New +$37.4K 0.01% 433

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

BB&T Investment Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 52% in Q4 2017, buying an estimated $1.41M and bringing the position to 40,915 shares worth $4.07M. The position accounts for 0.68% of the portfolio, ranked #29.

BB&T Investment Services first reported a position in STIP in Q1 2017 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold STIP as of Q4 2017.

  • BB&T Investment Services held 40,915 shares of iShares 0-5 Year TIPS Bond ETF worth $4.07M as of Q4 2017.
  • BB&T Investment Services bought 14,042 iShares 0-5 Year TIPS Bond ETF shares in Q4 2017, an estimated $1.41M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.68% of BB&T Investment Services's portfolio in Q4 2017, its #29 holding.
  • BB&T Investment Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2017.

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