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BB&T Investment Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BB&T Investment Services’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.38M Buy
10,691
+3,777
+55% +$474K 0.23% 108
2017
Q3 		$859K Buy
6,914
+602
+10% +$75.6K 0.17% 123
2017
Q2 		$804K Buy
6,312
+3,418
+118% +$422K 0.2% 102
2017
Q1 		$345K Buy
2,894
+1,117
+63% +$134K 0.13% 148
2016
Q4 		$211K Buy
+1,777
New +$223K 0.15% 144

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

BB&T Investment Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 55% in Q4 2017, buying an estimated $474K and bringing the position to 10,691 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #108.

BB&T Investment Services first reported a position in TLT in Q4 2016 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold TLT as of Q4 2017.

  • BB&T Investment Services held 10,691 shares of iShares 20+ Year Treasury Bond ETF worth $1.38M as of Q4 2017.
  • BB&T Investment Services bought 3,777 iShares 20+ Year Treasury Bond ETF shares in Q4 2017, an estimated $474K.
  • iShares 20+ Year Treasury Bond ETF made up 0.23% of BB&T Investment Services's portfolio in Q4 2017, its #108 holding.
  • BB&T Investment Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2017.

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