U
IBMF

UBS’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

UBS’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.85M Buy
103,082
+3,634
+4% +$100K ﹤0.01% 2580
2014
Q2 		$2.75M Sell
99,448
-2,190
-2% -$60.4K ﹤0.01% 2565
2014
Q1 		$2.8M Buy
101,638
+39,158
+63% +$1.08M ﹤0.01% 2441
2013
Q4 		$1.72M Sell
62,480
-3,850
-6% -$106K ﹤0.01% 2958
2013
Q3 		$1.82M Sell
66,330
-18,232
-22% -$498K ﹤0.01% 2693
2013
Q2 		$2.27M Buy
+84,562
New +$2.34M ﹤0.01% 2406

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS's IBMF Position: Q3 2014 in Review

UBS increased its iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) stake by 3.7% in Q3 2014, buying an estimated $100K and bringing the position to 103,082 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

UBS first reported a position in IBMF in Q2 2013 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold IBMF as of Q3 2014.

  • UBS held 103,082 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $2.85M as of Q3 2014.
  • UBS bought 3,634 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2014, an estimated $100K.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2580 holding.
  • UBS first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2014.

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