BTS
IBDO

BB&T Securities’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

BB&T Securities’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$232K Sell
9,050
-795
-8% -$20.3K ﹤0.01% 1444
2019
Q2 		$250K Buy
9,845
+800
+9% +$20K ﹤0.01% 1407
2019
Q1 		$226K Buy
+9,045
New +$222K ﹤0.01% 1436

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BB&T Securities's IBDO Position: Q3 2019 in Review

BB&T Securities reduced its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 8.1% in Q3 2019, selling an estimated $20.3K and leaving 9,050 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

BB&T Securities first reported a position in IBDO in Q1 2019 and has held it in 3 quarters since. The position peaked at $250K in Q2 2019. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

  • BB&T Securities held 9,050 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $232K as of Q3 2019.
  • BB&T Securities sold 795 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2019, an estimated $20.3K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1444 holding.
  • BB&T Securities first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and has held it in 3 quarters since.
  • BB&T Securities's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $250K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.