BTS
IBMI

BB&T Securities’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

BB&T Securities’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-23,083
Closed -$585K – 1598
2017
Q4 		$585K Sell
23,083
-201,018
-90% -$5.13M 0.01% 944
2017
Q3 		$5.76M Buy
224,101
+8,272
+4% +$213K 0.08% 320
2017
Q2 		$5.52M Buy
215,829
+25,943
+14% +$666K 0.08% 310
2017
Q1 		$4.85M Buy
+189,886
New +$4.84M 0.07% 307

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

BB&T Securities sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2018, closing a stake of 23,083 shares — an estimated $585K sold.

BB&T Securities first reported a position in IBMI in Q1 2017 and held it in 4 quarters. The position peaked at $5.76M in Q3 2017. 84 funds tracked by Wall St. Rank hold IBMI as of Q1 2018.

  • BB&T Securities reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • BB&T Securities sold 23,083 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2018, an estimated $585K.
  • BB&T Securities first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
  • BB&T Securities's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $5.76M in Q3 2017.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2018.

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