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

UBS Group’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 Q1	$128M	Buy	+1,340,800	New	+$129M	0.02%	864
2025 Q4	–	Sell	-400,000	Closed	-$38.6M	–	10828
2025 Q3	$38.6M	Buy	400,000 +180,000	+82%	+$17.2M	0.01%	1889
2025 Q2	$21.1M	Sell	220,000 -199,200	-48%	-$18.8M	﹤0.01%	2307
2025 Q1	$40M	Buy	419,200 +257,200	+159%	+$24.1M	0.01%	1687
2024 Q4	$15M	Sell	162,000 -2,139,000	-93%	-$202M	﹤0.01%	2650
2024 Q3	$226M	Buy	2,301,000 +2,300,900	+2,300,900%	+$222M	0.05%	350
2024 Q2	$9.37K	Sell	100 -4,463,000	-100%	-$415M	﹤0.01%	7746
2024 Q1	$422M	Sell	4,463,100 -442,400	-9%	-$41.9M	0.11%	180
2023 Q4	$473M	Buy	+4,905,500	New	+$454M	0.14%	146
2023 Q3	–	Sell	-500,000	Closed	-$48.3M	–	9688
2023 Q2	$48.3M	Buy	+500,000	New	+$49.2M	0.02%	848
2022 Q4	–	Sell	-100,000	Closed	-$9.6M	–	10899
2022 Q3	$9.6M	Hold	100,000	–	–	﹤0.01%	1826
2022 Q2	$10.2M	Buy	+100,000	New	+$10.3M	﹤0.01%	1805
2021 Q4	–	Sell	-2,600	Closed	-$300K	–	10457
2021 Q3	$300K	Buy	+2,600	New	+$304K	﹤0.01%	5043
2020 Q1	–	Sell	-100,000	Closed	-$11M	–	8156
2019 Q4	$11M	Hold	100,000	–	–	﹤0.01%	1875
2019 Q3	$11.2M	Hold	100,000	–	–	﹤0.01%	1679
2019 Q2	$11M	Hold	100,000	–	–	﹤0.01%	1664
2019 Q1	$10.7M	Hold	100,000	–	–	﹤0.01%	1628
2018 Q4	$10.4M	Sell	100,000 -509,300	-84%	-$51.6M	﹤0.01%	1535
2018 Q3	$61.6M	Buy	609,300 +294,300	+93%	+$30M	0.02%	586
2018 Q2	$32.3M	Buy	+315,000	New	+$32.1M	0.01%	902
2018 Q1	–	Sell	-50,000	Closed	-$5.28M	–	7978
2017 Q4	$5.28M	Hold	50,000	–	–	﹤0.01%	2306
2017 Q3	$5.33M	Hold	50,000	–	–	﹤0.01%	2140
2017 Q2	$5.33M	Hold	50,000	–	–	﹤0.01%	2091
2017 Q1	$5.28M	Hold	50,000	–	–	﹤0.01%	2047
2016 Q4	$5.24M	Buy	+50,000	New	+$5.37M	﹤0.01%	2049

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group's IEF Position: Q1 2026 in Review

UBS Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.1% in Q1 2026, buying an estimated $410K and bringing the position to 4,175,729 shares worth $399M. The position accounts for 0.06% of the portfolio, ranked #327.

UBS Group first reported a position in IEF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.04B in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

UBS Group held 4,175,729 shares of iShares 7-10 Year Treasury Bond ETF worth $399M as of Q1 2026.
UBS Group bought 4,265 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $410K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of UBS Group's portfolio in Q1 2026, its #327 holding.
UBS Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.04B in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.