BTS
IBDN

BB&T Securities’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

BB&T Securities’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$338K Sell
13,371
-800
-6% -$20.2K ﹤0.01% 1268
2019
Q2 		$357K Buy
14,171
+1,671
+13% +$41.7K ﹤0.01% 1239
2019
Q1 		$311K Buy
12,500
+2,400
+24% +$59K ﹤0.01% 1274
2018
Q4 		$244K Sell
10,100
-2,800
-22% -$67.7K ﹤0.01% 1283
2018
Q3 		$313K Hold
12,900
– – ﹤0.01% 1302
2018
Q2 		$313K Buy
+12,900
New +$314K ﹤0.01% 1265

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return