BTS
IBMK

BB&T Securities’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

BB&T Securities’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$230K Buy
8,845
+155
+2% +$4.06K ﹤0.01% 1449
2019
Q2 		$226K Buy
8,690
+770
+10% +$20K ﹤0.01% 1459
2019
Q1 		$205K Buy
+7,920
New +$204K ﹤0.01% 1488

Other funds holding IBMK

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

BB&T Securities increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 1.8% in Q3 2019, buying an estimated $4.06K and bringing the position to 8,845 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

BB&T Securities first reported a position in IBMK in Q1 2019 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold IBMK as of Q3 2019.

  • BB&T Securities held 8,845 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $230K as of Q3 2019.
  • BB&T Securities bought 155 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2019, an estimated $4.06K.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1449 holding.
  • BB&T Securities first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2019.

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