BB&T Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BB&T Securities’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$1.38M	Buy	27,362 +2,645	+11%	+$133K	0.01%	686
2019 Q2	$1.25M	Buy	24,717 +4,302	+21%	+$215K	0.01%	733
2019 Q1	$1.02M	Buy	20,415 +5,813	+40%	+$287K	0.01%	790
2018 Q4	$716K	Buy	14,602 +2,273	+18%	+$111K	0.01%	855
2018 Q3	$604K	Sell	12,329 -10,527	-46%	-$516K	0.01%	1001
2018 Q2	$1.12M	Sell	22,856 -7,351	-24%	-$361K	0.01%	773
2018 Q1	$1.49M	Sell	30,207 -4,585	-13%	-$227K	0.02%	653
2017 Q4	$1.73M	Buy	34,792 +432	+1%	+$21.6K	0.02%	577
2017 Q3	$1.73M	Buy	34,360 +4,683	+16%	+$236K	0.02%	570
2017 Q2	$1.49M	Buy	29,677 +5,930	+25%	+$298K	0.02%	599
2017 Q1	$1.19M	Buy	+23,747	New	+$1.19M	0.02%	597

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BB&T Securities increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q3 2019, buying an estimated $133K and bringing the position to 27,362 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #686.

BB&T Securities first reported a position in ISTB in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2017. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

BB&T Securities held 27,362 shares of iShares Core 1-5 Year USD Bond ETF worth $1.38M as of Q3 2019.
BB&T Securities bought 2,645 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $133K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #686 holding.
BB&T Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and has held it in 11 quarters since.
BB&T Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $1.73M in Q4 2017.
206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

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