U
IBMG

UBS’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

UBS’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.37M Buy
53,706
+7,406
+16% +$190K ﹤0.01% 3279
2014
Q2 		$1.19M Buy
46,300
+9,681
+26% +$247K ﹤0.01% 3388
2014
Q1 		$930K Buy
36,619
+7,847
+27% +$200K ﹤0.01% 3560
2013
Q4 		$728K Buy
28,772
+11,365
+65% +$287K ﹤0.01% 3901
2013
Q3 		$437K Buy
+17,407
New +$434K ﹤0.01% 4286

Other funds holding IBMG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS's IBMG Position: Q3 2014 in Review

UBS increased its iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) stake by 16% in Q3 2014, buying an estimated $190K and bringing the position to 53,706 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

UBS first reported a position in IBMG in Q3 2013 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold IBMG as of Q3 2014.

  • UBS held 53,706 shares of iShares iBonds Sep 2018 Term Muni Bond ETF worth $1.37M as of Q3 2014.
  • UBS bought 7,406 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2014, an estimated $190K.
  • iShares iBonds Sep 2018 Term Muni Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3279 holding.
  • UBS first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2013 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2014.

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