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BB&T Investment Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

BB&T Investment Services’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$31K Buy
548
+38
+7% +$2.13K 0.01% 675
2017
Q3 		$28K Buy
510
+346
+211% +$19.4K 0.01% 642
2017
Q2 		$9K Hold
164
– – ﹤0.01% 808
2017
Q1 		$9K Hold
164
– – ﹤0.01% 739
2016
Q4 		$9K Buy
+164
New +$9.06K 0.01% 535

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

BB&T Investment Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.5% in Q4 2017, buying an estimated $2.13K and bringing the position to 548 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #675.

BB&T Investment Services first reported a position in USIG in Q4 2016 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold USIG as of Q4 2017.

  • BB&T Investment Services held 548 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $31K as of Q4 2017.
  • BB&T Investment Services bought 38 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $2.13K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #675 holding.
  • BB&T Investment Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2017.

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