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BB&T Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BB&T Securities’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$20.3M Buy
201,003
+36,684
+22% +$3.67M 0.19% 146
2019
Q2 		$16.5M Buy
164,319
+22,304
+16% +$2.23M 0.15% 184
2019
Q1 		$14.2M Buy
142,015
+19,866
+16% +$1.96M 0.14% 210
2018
Q4 		$12M Buy
122,149
+20,731
+20% +$2.04M 0.13% 213
2018
Q3 		$10M Buy
101,418
+13,761
+16% +$1.36M 0.1% 280
2018
Q2 		$8.74M Buy
87,657
+13,510
+18% +$1.35M 0.09% 282
2018
Q1 		$7.42M Buy
74,147
+731
+1% +$72.9K 0.08% 305
2017
Q4 		$7.33M Buy
73,416
+7,082
+11% +$710K 0.1% 278
2017
Q3 		$6.66M Buy
66,334
+28,360
+75% +$2.85M 0.09% 299
2017
Q2 		$3.81M Buy
37,974
+32,548
+600% +$3.28M 0.06% 371
2017
Q1 		$550K Buy
+5,426
New +$548K 0.01% 854

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return