UBS Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $301M | Sell |
3,154,600
-8,113,500
| -72% | -$780M | 0.05% | 426 |
|
|
2025
Q4 | $1.08B | Buy |
11,268,100
+10,139,300
| +898% | +$981M | 0.18% | 104 |
|
|
2025
Q3 | $109M | Buy |
1,128,800
+805,200
| +249% | +$77M | 0.02% | 972 |
|
|
2025
Q2 | $31M | Sell |
323,600
-75,800
| -19% | -$7.17M | 0.01% | 1944 |
|
|
2025
Q1 | $38.1M | Buy |
+399,400
| New | +$37.4M | 0.01% | 1723 |
|
|
2024
Q4 | – | Sell |
-2,300,000
| Closed | -$226M | – | 10146 |
|
|
2024
Q3 | $226M | Buy |
2,300,000
+2,058,900
| +854% | +$199M | 0.05% | 351 |
|
|
2024
Q2 | $22.6M | Sell |
241,100
-1,158,900
| -83% | -$108M | 0.01% | 1590 |
|
|
2024
Q1 | $133M | Buy |
+1,400,000
| New | +$133M | 0.03% | 517 |
|
|
2023
Q2 | – | Sell |
-145,000
| Closed | -$14.4M | – | 9225 |
|
|
2023
Q1 | $14.4M | Buy |
+145,000
| New | +$14.2M | 0.01% | 1638 |
|
|
2022
Q4 | – | Sell |
-129,500
| Closed | -$12.4M | – | 10900 |
|
|
2022
Q3 | $12.4M | Buy |
129,500
+21,700
| +20% | +$2.2M | 0.01% | 1621 |
|
|
2022
Q2 | $11M | Buy |
+107,800
| New | +$11.1M | ﹤0.01% | 1737 |
|
|
2021
Q1 | – | Sell |
-500,000
| Closed | -$60M | – | 9208 |
|
|
2020
Q4 | $60M | Buy |
+500,000
| New | +$60.2M | 0.02% | 702 |
|
|
2020
Q1 | – | Sell |
-100,000
| Closed | -$11M | – | 8157 |
|
|
2019
Q4 | $11M | Sell |
100,000
-200,000
| -67% | -$22.3M | ﹤0.01% | 1876 |
|
|
2019
Q3 | $33.7M | Buy |
300,000
+200,000
| +200% | +$22.3M | 0.01% | 898 |
|
|
2019
Q2 | $11M | Hold |
100,000
| – | – | ﹤0.01% | 1665 |
|
|
2019
Q1 | $10.7M | Sell |
100,000
-700,000
| -88% | -$73.2M | ﹤0.01% | 1629 |
|
|
2018
Q4 | $83.4M | Hold |
800,000
| – | – | 0.04% | 422 |
|
|
2018
Q3 | $80.9M | Buy |
800,000
+485,000
| +154% | +$49.5M | 0.03% | 477 |
|
|
2018
Q2 | $32.3M | Buy |
+315,000
| New | +$32.1M | 0.01% | 903 |
|
|
2018
Q1 | – | Sell |
-50,000
| Closed | -$5.28M | – | 7979 |
|
|
2017
Q4 | $5.28M | Hold |
50,000
| – | – | ﹤0.01% | 2307 |
|
|
2017
Q3 | $5.33M | Hold |
50,000
| – | – | ﹤0.01% | 2141 |
|
|
2017
Q2 | $5.33M | Hold |
50,000
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q1 | $5.28M | Hold |
50,000
| – | – | ﹤0.01% | 2048 |
|
|
2016
Q4 | $5.24M | Buy |
+50,000
| New | +$5.37M | ﹤0.01% | 2050 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$53K | – | 7867 |
|
|
2015
Q4 | $53K | Hold |
500
| – | – | ﹤0.01% | 5760 |
|
|
2015
Q3 | $54K | Hold |
500
| – | – | ﹤0.01% | 5771 |
|
|
2015
Q2 | $53K | Hold |
500
| – | – | ﹤0.01% | 5956 |
|
|
2015
Q1 | $54K | Sell |
500
-100
| -17% | -$10.8K | ﹤0.01% | 5962 |
|
|
2014
Q4 | $64K | Buy |
+600
| New | +$63.3K | ﹤0.01% | 6181 |
|
Other funds holding IEF
BTI
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.