BTS
IBDM

BB&T Securities’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

BB&T Securities’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$19.5M Buy
779,545
+78,545
+11% +$1.96M 0.18% 151
2019
Q2 		$17.5M Buy
701,000
+72,936
+12% +$1.8M 0.16% 171
2019
Q1 		$15.5M Buy
628,064
+53,355
+9% +$1.31M 0.15% 186
2018
Q4 		$14M Sell
574,709
-18,300
-3% -$444K 0.16% 178
2018
Q3 		$14.4M Buy
593,009
+39,497
+7% +$962K 0.14% 200
2018
Q2 		$13.5M Buy
553,512
+48,482
+10% +$1.18M 0.14% 198
2018
Q1 		$12.4M Buy
505,030
+101,484
+25% +$2.49M 0.14% 199
2017
Q4 		$10M Buy
403,546
+150,301
+59% +$3.74M 0.13% 218
2017
Q3 		$6.34M Buy
253,245
+14,475
+6% +$363K 0.09% 304
2017
Q2 		$5.97M Buy
238,770
+24,125
+11% +$602K 0.09% 299
2017
Q1 		$5.33M Buy
+214,645
New +$5.31M 0.07% 288

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return