U
IEF icon

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
Q2 		– Sell
-300
Closed -$31K – 10598
2014
Q1 		$31K Sell
300
-4,900
-94% -$498K ﹤0.01% 7486
2013
Q4 		$516K Buy
5,200
+1,000
+24% +$101K ﹤0.01% 4296
2013
Q3 		$429K Buy
4,200
+3,700
+740% +$374K ﹤0.01% 4307
2013
Q2 		$51K Buy
+500
New +$53.3K ﹤0.01% 6702

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
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.