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 Minneapolis, Minnesota $495B AUM 43.24% 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 $9.37B AUM 23.82% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

BB&T Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q3 2019, buying an estimated $3.67M and bringing the position to 201,003 shares worth $20.3M. The position accounts for 0.19% of the portfolio, ranked #146.

BB&T Securities first reported a position in STIP in Q1 2017 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

BB&T Securities held 201,003 shares of iShares 0-5 Year TIPS Bond ETF worth $20.3M as of Q3 2019.
BB&T Securities bought 36,684 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $3.67M.
iShares 0-5 Year TIPS Bond ETF made up 0.19% of BB&T Securities's portfolio in Q3 2019, its #146 holding.
BB&T Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

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