BTS
IBMG

BB&T Securities’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

BB&T Securities’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,928
Closed -$658K – 1601
2017
Q4 		$658K Sell
25,928
-200,285
-89% -$5.09M 0.01% 901
2017
Q3 		$5.77M Buy
226,213
+8,641
+4% +$220K 0.08% 318
2017
Q2 		$5.54M Buy
217,572
+27,112
+14% +$691K 0.08% 307
2017
Q1 		$4.84M Buy
+190,460
New +$4.85M 0.07% 309

Other funds holding IBMG

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BB&T Securities's IBMG Position: Q1 2018 in Review

BB&T Securities sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q1 2018, closing a stake of 25,928 shares — an estimated $658K sold.

BB&T Securities first reported a position in IBMG in Q1 2017 and held it in 4 quarters. The position peaked at $5.77M in Q3 2017. 77 funds tracked by Wall St. Rank hold IBMG as of Q1 2018.

  • BB&T Securities reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • BB&T Securities sold 25,928 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2018, an estimated $658K.
  • BB&T Securities first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
  • BB&T Securities's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $5.77M in Q3 2017.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2018.

Based on BB&T Securities's 13F filing for Q1 2018, filed 14 May 2018.