BTIS
SUB icon

BB&T Investment Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BB&T Investment Services’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6
Closed -$1K – 1479
2017
Q3 		$1K Hold
6
– – ﹤0.01% 1210
2017
Q2 		$1K Buy
+6
New +$635 ﹤0.01% 1076

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return

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

BB&T Investment Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2017, closing a stake of 6 shares — an estimated $1K sold.

BB&T Investment Services first reported a position in SUB in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 215 funds tracked by Wall St. Rank hold SUB as of Q4 2017.

  • BB&T Investment Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • BB&T Investment Services sold 6 iShares Short-Term National Muni Bond ETF shares in Q4 2017, an estimated $1K.
  • BB&T Investment Services first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and held it in 2 quarters.
  • BB&T Investment Services's iShares Short-Term National Muni Bond ETF position peaked at $1K in Q3 2017.
  • 215 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2017.

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