BTS
IBMH

BB&T Securities’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

BB&T Securities’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,316
Closed -$641K – 1580
2017
Q4 		$641K Sell
25,316
-202,030
-89% -$5.14M 0.01% 908
2017
Q3 		$5.81M Buy
227,346
+8,533
+4% +$218K 0.08% 315
2017
Q2 		$5.58M Buy
218,813
+28,751
+15% +$735K 0.08% 304
2017
Q1 		$4.85M Buy
+190,062
New +$4.84M 0.07% 308

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

BB&T Securities sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2018, closing a stake of 25,316 shares — an estimated $641K sold.

BB&T Securities first reported a position in IBMH in Q1 2017 and held it in 4 quarters. The position peaked at $5.81M in Q3 2017. 88 funds tracked by Wall St. Rank hold IBMH as of Q1 2018.

  • BB&T Securities reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • BB&T Securities sold 25,316 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2018, an estimated $641K.
  • BB&T Securities first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
  • BB&T Securities's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $5.81M in Q3 2017.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2018.

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