UBS’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

UBS’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-500	Closed	-$52K	–	10525
2014 Q2	$52K	Buy	+500	New	+$51.3K	﹤0.01%	6805
2014 Q1	–	Sell	-5,000	Closed	-$496K	–	10586
2013 Q4	$496K	Sell	5,000 -700	-12%	-$71K	﹤0.01%	4359
2013 Q3	$582K	Buy	5,700 +700	+14%	+$70.8K	﹤0.01%	3968
2013 Q2	$512K	Buy	+5,000	New	+$533K	﹤0.01%	4077

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's IEF Position: Q3 2014 in Review

UBS increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 117% in Q3 2014, buying an estimated $104M and bringing the position to 1,854,607 shares worth $192M. The position accounts for 0.14% of the portfolio, ranked #158.

UBS first reported a position in IEF in Q2 2013 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold IEF as of Q3 2014.

UBS held 1,854,607 shares of iShares 7-10 Year Treasury Bond ETF worth $192M as of Q3 2014.
UBS bought 1,000,311 iShares 7-10 Year Treasury Bond ETF shares in Q3 2014, an estimated $104M.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of UBS's portfolio in Q3 2014, its #158 holding.
UBS first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 6 quarters since.
205 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2014.

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