UBS AM
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UBS AM’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

UBS AM’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
2026
Q2 		$3.28M Sell
34,691
-170
-0.5% -$16.1K ﹤0.01% 1824
2026
Q1 		$3.33M Buy
34,861
+33,527
+2,513% +$3.23M ﹤0.01% 1782
2025
Q4 		$128K Buy
+1,334
New +$129K ﹤0.01% 2505
2019
Q4 		– Sell
-478
Closed -$53.8K – 2658
2019
Q3 		$53.8K Buy
478
+237
+98% +$26.4K ﹤0.01% 2711
2019
Q2 		$26.5K Buy
241
+234
+3,343% +$25.1K ﹤0.01% 2735
2019
Q1 		$747 Sell
7
-8
-53% -$837 ﹤0.01% 2784
2018
Q4 		$1.56K Sell
15
-781
-98% -$79.1K ﹤0.01% 2738
2018
Q3 		$80.5K Sell
796
-496
-38% -$50.6K ﹤0.01% 2541
2018
Q2 		$132K Sell
1,292
-152
-11% -$15.5K ﹤0.01% 2541
2018
Q1 		$149K Sell
1,444
-77
-5% -$7.93K ﹤0.01% 2426
2017
Q4 		$161K Sell
1,521
-238
-14% -$25.2K ﹤0.01% 2353
2017
Q3 		$187K Sell
1,759
-209
-11% -$22.4K ﹤0.01% 2282
2017
Q2 		$210K Buy
1,968
+945
+92% +$101K ﹤0.01% 2197
2017
Q1 		$108K Sell
1,023
-23,253
-96% -$2.44M ﹤0.01% 2291
2016
Q4 		$2.54M Buy
+24,276
New +$2.61M ﹤0.01% 1195
2016
Q3 		– Hold
0
– – – 821
2016
Q2 		– Hold
0
– – – 816
2016
Q1 		– Hold
0
– – – 794
2015
Q4 		– Hold
0
– – – 793
2015
Q3 		– Hold
0
– – – 819
2015
Q2 		– Hold
0
– – – 788
2015
Q1 		– Hold
0
– – – 1165
2014
Q4 		– Hold
0
– – – 1508
2014
Q3 		– Hold
0
– – – 895
2014
Q2 		– Hold
0
– – – 1383
2014
Q1 		– Hold
0
– – – 1060
2013
Q4 		– Hold
0
– – – 791
2013
Q3 		– Hold
0
– – – 640
2013
Q2 		– Hold
0
– – – 899

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS AM's IEF Position: Q2 2026 in Review

UBS AM reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.49% in Q2 2026, selling an estimated $16.1K and leaving 34,691 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

UBS AM first reported a position in IEF in Q4 2016 and has held it in 15 quarters since. The position peaked at $3.33M in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • UBS AM held 34,691 shares of iShares 7-10 Year Treasury Bond ETF worth $3.28M as of Q2 2026.
  • UBS AM sold 170 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1824 holding.
  • UBS AM first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's iShares 7-10 Year Treasury Bond ETF position peaked at $3.33M in Q1 2026.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.