BTS
AGGM

BB&T Securities’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

BB&T Securities’s Portfolio AGGM Stock Details AGGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,731
Closed -$301K – 1622
2018
Q4 		$301K Buy
+2,731
New +$298K ﹤0.01% 1180
2016
Q1 		– Sell
-2,419
Closed -$270K – 1183
2015
Q4 		$270K Buy
+2,419
New +$273K 0.01% 962

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BB&T Securities's AGGM Position: Q1 2019 in Review

BB&T Securities sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2019, closing a stake of 2,731 shares — an estimated $301K sold.

BB&T Securities first reported a position in AGGM in Q4 2015 and held it in 2 quarters. The position peaked at $301K in Q4 2018. 42 funds tracked by Wall St. Rank hold AGGM as of Q1 2019.

  • BB&T Securities reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • BB&T Securities sold 2,731 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2019, an estimated $301K.
  • BB&T Securities first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2015 and held it in 2 quarters.
  • BB&T Securities's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $301K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2019.

Based on BB&T Securities's 13F filing for Q1 2019, filed 14 May 2019.