UBS
IBDD

UBS’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

UBS’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,232
Closed -$33K – 10887
2014
Q2 		$33K Hold
1,232
– – ﹤0.01% 7430
2014
Q1 		$32K Buy
1,232
+1,032
+516% +$26.3K ﹤0.01% 7451
2013
Q4 		$5K Sell
200
-1,816
-90% -$45.4K ﹤0.01% 9592
2013
Q3 		$50K Buy
+2,016
New +$50.3K ﹤0.01% 6874

Other funds holding IBDD

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS's IBDD Position: Q3 2014 in Review

UBS sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2014, closing a stake of 1,232 shares — an estimated $33K sold.

UBS first reported a position in IBDD in Q3 2013 and held it in 4 quarters. The position peaked at $50K in Q3 2013. 9 funds tracked by Wall St. Rank hold IBDD as of Q3 2014.

  • UBS reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2014 after selling out during the quarter.
  • UBS sold 1,232 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2014, an estimated $33K.
  • UBS first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2013 and held it in 4 quarters.
  • UBS's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $50K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2014.

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