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BB&T Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BB&T Securities’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$42.8M Buy
380,316
+166,648
+78% +$18.6M 0.39% 64
2019
Q2 		$23.5M Buy
213,668
+158,143
+285% +$16.9M 0.21% 124
2019
Q1 		$5.92M Sell
55,525
-32,400
-37% -$3.39M 0.06% 357
2018
Q4 		$9.16M Buy
87,925
+69,434
+376% +$7.03M 0.1% 260
2018
Q3 		$1.87M Sell
18,491
-25,092
-58% -$2.56M 0.02% 634
2018
Q2 		$4.47M Buy
43,583
+27,074
+164% +$2.76M 0.05% 403
2018
Q1 		$1.7M Sell
16,509
-5,097
-24% -$525K 0.02% 619
2017
Q4 		$2.28M Sell
21,606
-637
-3% -$67.5K 0.03% 505
2017
Q3 		$2.37M Buy
22,243
+3,312
+17% +$355K 0.03% 488
2017
Q2 		$2.02M Sell
18,931
-615
-3% -$65.7K 0.03% 515
2017
Q1 		$2.06M Sell
19,546
-23,411
-54% -$2.46M 0.03% 460
2016
Q4 		$4.81M Hold
42,957
– – 0.07% 286
2016
Q3 		$4.81M Buy
42,957
+2,557
+6% +$287K 0.07% 278
2016
Q2 		$4.56M Buy
40,400
+958
+2% +$106K 0.07% 282
2016
Q1 		$4.35M Sell
39,442
-5,520
-12% -$602K 0.07% 268
2015
Q4 		$4.75M Buy
44,962
+8,547
+23% +$911K 0.1% 206
2015
Q3 		$3.93M Buy
36,415
+6,295
+21% +$669K 0.09% 213
2015
Q2 		$3.16M Buy
30,120
+4,546
+18% +$484K 0.07% 257
2015
Q1 		$2.77M Sell
25,574
-767
-3% -$82.8K 0.06% 274
2014
Q4 		$2.79M Buy
26,341
+18,325
+229% +$1.93M 0.06% 270
2014
Q3 		$831K Buy
8,016
+3,433
+75% +$356K 0.02% 520
2014
Q2 		$475K Sell
4,583
-2,352
-34% -$242K 0.01% 679
2014
Q1 		$706K Buy
6,935
+1,377
+25% +$140K 0.02% 507
2013
Q4 		$552K Sell
5,558
-2,432
-30% -$247K 0.02% 524
2013
Q3 		$816K Sell
7,990
-17,810
-69% -$1.8M 0.03% 406
2013
Q2 		$2.64M Buy
+25,800
New +$2.75M 0.09% 165

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BB&T Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 78% in Q3 2019, buying an estimated $18.6M and bringing the position to 380,316 shares worth $42.8M. The position accounts for 0.39% of the portfolio, ranked #64.

BB&T Securities first reported a position in IEF in Q2 2013 and has held it in 26 quarters since. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • BB&T Securities held 380,316 shares of iShares 7-10 Year Treasury Bond ETF worth $42.8M as of Q3 2019.
  • BB&T Securities bought 166,648 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $18.6M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.39% of BB&T Securities's portfolio in Q3 2019, its #64 holding.
  • BB&T Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

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