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UBS’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

UBS’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$196M Buy
2,324,584
+276,953
+14% +$23.4M 0.14% 154
2014
Q2 		$173M Buy
2,047,631
+511,234
+33% +$43.2M 0.14% 172
2014
Q1 		$130M Sell
1,536,397
-65,759
-4% -$5.55M 0.12% 185
2013
Q4 		$135M Sell
1,602,156
-61,934
-4% -$5.23M 0.13% 178
2013
Q3 		$141M Buy
1,664,090
+182,757
+12% +$15.4M 0.14% 157
2013
Q2 		$125M Buy
+1,481,333
New +$125M 0.15% 150

Other funds holding SHY

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS's SHY Position: Q3 2014 in Review

UBS increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q3 2014, buying an estimated $23.4M and bringing the position to 2,324,584 shares worth $196M. The position accounts for 0.14% of the portfolio, ranked #154.

UBS first reported a position in SHY in Q2 2013 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

  • UBS held 2,324,584 shares of iShares 1-3 Year Treasury Bond ETF worth $196M as of Q3 2014.
  • UBS bought 276,953 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $23.4M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of UBS's portfolio in Q3 2014, its #154 holding.
  • UBS first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

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