U
IBCE

UBS’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

UBS’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$100K Buy
4,172
+1,840
+79% +$44.4K ﹤0.01% 6007
2014
Q2 		$56K Sell
2,332
-1,664
-42% -$39.9K ﹤0.01% 6726
2014
Q1 		$95K Buy
3,996
+3,756
+1,565% +$87.8K ﹤0.01% 6046
2013
Q4 		$6K Buy
+240
New +$5.52K ﹤0.01% 9511

Other funds holding IBCE

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's IBCE Position: Q3 2014 in Review

UBS increased its iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) stake by 79% in Q3 2014, buying an estimated $44.4K and bringing the position to 4,172 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #6007.

UBS first reported a position in IBCE in Q4 2013 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold IBCE as of Q3 2014.

  • UBS held 4,172 shares of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF worth $100K as of Q3 2014.
  • UBS bought 1,840 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q3 2014, an estimated $44.4K.
  • iShares iBonds Mar 2023 Term Corporate ex-Financials ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6007 holding.
  • UBS first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q4 2013 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q3 2014.

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