BB&T Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$4.75M	Buy	90,518 +24,291	+37%	+$1.27M	0.04%	393
2019 Q2	$3.42M	Buy	66,227 +38,499	+139%	+$1.95M	0.03%	457
2019 Q1	$1.4M	Sell	27,728 -5,065	-15%	-$252K	0.01%	695
2018 Q4	$1.61M	Buy	32,793 +2,271	+7%	+$111K	0.02%	592
2018 Q3	$1.5M	Buy	30,522 +26,234	+612%	+$1.29M	0.01%	689
2018 Q2	$211K	Sell	4,288 -1,241	-22%	-$61.2K	﹤0.01%	1438
2018 Q1	$276K	Sell	5,529 -545	-9%	-$27.3K	﹤0.01%	1273
2017 Q4	$308K	Buy	6,074 +788	+15%	+$40.1K	﹤0.01%	1177
2017 Q3	$269K	Buy	+5,286	New	+$270K	﹤0.01%	1198

Other funds holding IUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

BB&T Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q3 2019, buying an estimated $1.27M and bringing the position to 90,518 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #393.

BB&T Securities first reported a position in IUSB in Q3 2017 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold IUSB as of Q3 2019.

BB&T Securities held 90,518 shares of iShares Core Universal USD Bond ETF worth $4.75M as of Q3 2019.
BB&T Securities bought 24,291 iShares Core Universal USD Bond ETF shares in Q3 2019, an estimated $1.27M.
iShares Core Universal USD Bond ETF made up 0.04% of BB&T Securities's portfolio in Q3 2019, its #393 holding.
BB&T Securities first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and has held it in 9 quarters since.
128 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2019.

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