U
GOVT icon

UBS’s iShares US Treasury Bond ETF GOVT Stock Holding History

UBS’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$19.3M Buy
776,323
+351,585
+83% +$8.72M 0.01% 974
2014
Q2 		$10.5M Buy
424,738
+402,018
+1,769% +$9.93M 0.01% 1326
2014
Q1 		$557K Buy
22,720
+14,314
+170% +$351K ﹤0.01% 4115
2013
Q4 		$204K Buy
8,406
+5,967
+245% +$146K ﹤0.01% 5274
2013
Q3 		$60K Buy
+2,439
New +$59.6K ﹤0.01% 6623

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

UBS's GOVT Position: Q3 2014 in Review

UBS increased its iShares US Treasury Bond ETF (GOVT) stake by 83% in Q3 2014, buying an estimated $8.72M and bringing the position to 776,323 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #974.

UBS first reported a position in GOVT in Q3 2013 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold GOVT as of Q3 2014.

  • UBS held 776,323 shares of iShares US Treasury Bond ETF worth $19.3M as of Q3 2014.
  • UBS bought 351,585 iShares US Treasury Bond ETF shares in Q3 2014, an estimated $8.72M.
  • iShares US Treasury Bond ETF made up 0.01% of UBS's portfolio in Q3 2014, its #974 holding.
  • UBS first reported a position in iShares US Treasury Bond ETF in Q3 2013 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.