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UBS’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

UBS’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$54K Sell
1,078
-64
-6% -$3.21K ﹤0.01% 6727
2014
Q2 		$57K Buy
1,142
+150
+15% +$7.53K ﹤0.01% 6695
2014
Q1 		$50K Buy
992
+392
+65% +$19.7K ﹤0.01% 6825
2013
Q4 		$30K Sell
600
-696
-54% -$34.9K ﹤0.01% 7640
2013
Q3 		$65K Buy
1,296
+112
+9% +$5.59K ﹤0.01% 6515
2013
Q2 		$59K Buy
+1,184
New +$59.5K ﹤0.01% 6531

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

UBS's ISTB Position: Q3 2014 in Review

UBS reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.6% in Q3 2014, selling an estimated $3.21K and leaving 1,078 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #6727.

UBS first reported a position in ISTB in Q2 2013 and has held it in 6 quarters since. The position peaked at $65K in Q3 2013. 29 funds tracked by Wall St. Rank hold ISTB as of Q3 2014.

  • UBS held 1,078 shares of iShares Core 1-5 Year USD Bond ETF worth $54K as of Q3 2014.
  • UBS sold 64 iShares Core 1-5 Year USD Bond ETF shares in Q3 2014, an estimated $3.21K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6727 holding.
  • UBS first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares Core 1-5 Year USD Bond ETF position peaked at $65K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2014.

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