U
IBCD

UBS’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

UBS’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$129K Hold
5,272
– – ﹤0.01% 5683
2014
Q2 		$130K Sell
5,272
-420
-7% -$10.3K ﹤0.01% 5642
2014
Q1 		$138K Buy
5,692
+2,196
+63% +$53.4K ﹤0.01% 5620
2013
Q4 		$84K Buy
3,496
+232
+7% +$5.6K ﹤0.01% 6286
2013
Q3 		$78K Buy
3,264
+236
+8% +$5.63K ﹤0.01% 6315
2013
Q2 		$0 Buy
+3,028
New +$74.6K ﹤0.01% 10238

Other funds holding IBCD

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's IBCD Position: Q3 2014 in Review

UBS held its iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) position steady in Q3 2014 at 5,272 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #5683.

UBS first reported a position in IBCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $138K in Q1 2014. 13 funds tracked by Wall St. Rank hold IBCD as of Q3 2014.

  • UBS held 5,272 shares of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF worth $129K as of Q3 2014.
  • UBS left its iShares iBonds Mar 2020 Term Corporate ex-Financials ETF share count unchanged in Q3 2014.
  • iShares iBonds Mar 2020 Term Corporate ex-Financials ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5683 holding.
  • UBS first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $138K in Q1 2014.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q3 2014.

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