Illinois Municipal Retirement Fund
UPBD icon

Illinois Municipal Retirement Fund’s Upbound Group UPBD Stock Holding History

Illinois Municipal Retirement Fund’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629K Sell
29,660
-1,589
-5% -$29.7K 0.01% 1008
2026
Q1 		$564K Buy
31,249
+4,467
+17% +$87K 0.01% 1014
2025
Q4 		$470K Sell
26,782
-416
-2% -$8.04K 0.01% 1060
2025
Q3 		$643K Buy
27,198
+3,226
+13% +$79.7K 0.01% 997
2025
Q2 		$602K Sell
23,972
-1,957
-8% -$45.7K 0.01% 1052
2025
Q1 		$621K Sell
25,929
-569
-2% -$15.6K 0.01% 1121
2024
Q4 		$773K Buy
26,498
+616
+2% +$19.1K 0.01% 1064
2024
Q3 		$828K Buy
25,882
+1,534
+6% +$49.3K 0.01% 1033
2024
Q2 		$747K Sell
24,348
-2,007
-8% -$64.1K 0.01% 1050
2024
Q1 		$928K Buy
26,355
+835
+3% +$27.9K 0.01% 962
2023
Q4 		$867K Sell
25,520
-3,799
-13% -$113K 0.01% 979
2023
Q3 		$863K Buy
+29,319
New +$914K 0.02% 907

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Illinois Municipal Retirement Fund's UPBD Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its Upbound Group (UPBD) stake by 5.1% in Q2 2026, selling an estimated $29.7K and leaving 29,660 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1008.

Illinois Municipal Retirement Fund first reported a position in UPBD in Q3 2023 and has held it in 12 quarters since. The position peaked at $928K in Q1 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Illinois Municipal Retirement Fund held 29,660 shares of Upbound Group worth $629K as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 1,589 Upbound Group shares in Q2 2026, an estimated $29.7K.
  • Upbound Group made up 0.01% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #1008 holding.
  • Illinois Municipal Retirement Fund first reported a position in Upbound Group in Q3 2023 and has held it in 12 quarters since.
  • Illinois Municipal Retirement Fund's Upbound Group position peaked at $928K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.