UBS Group’s iShares Interest Rate Hedged US Aggregate Bond ETF AGRH Stock Holding History

UBS Group’s Portfolio AGRH Stock Details AGRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10	Closed	-$262	–	10422
2025 Q4	$262	Sell	10 -188	-95%	-$4.91K	﹤0.01%	10071
2025 Q3	$5.17K	Buy	198 +151	+321%	+$3.92K	﹤0.01%	8894
2025 Q2	$1.22K	Buy	+47	New	+$1.21K	﹤0.01%	9658
2025 Q1	–	Sell	-91	Closed	-$2.36K	–	10179
2024 Q4	$2.36K	Sell	91 -278	-75%	-$7.21K	﹤0.01%	9060
2024 Q3	$9.59K	Buy	369 +216	+141%	+$5.59K	﹤0.01%	7785
2024 Q2	$3.97K	Buy	+153	New	+$3.97K	﹤0.01%	8141
2024 Q1	–	Sell	-9	Closed	-$232	–	9243
2023 Q4	$232	Buy	+9	New	+$231	﹤0.01%	8788

Other funds holding AGRH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

UBS Group's AGRH Position: Q1 2026 in Review

UBS Group sold out of iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) in Q1 2026, closing a stake of 10 shares — an estimated $262 sold.

UBS Group first reported a position in AGRH in Q4 2023 and held it in 7 quarters. The position peaked at $9.59K in Q3 2024. 4 funds tracked by Wall St. Rank hold AGRH as of Q1 2026.

UBS Group reported no remaining iShares Interest Rate Hedged US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 10 iShares Interest Rate Hedged US Aggregate Bond ETF shares in Q1 2026, an estimated $262.
UBS Group first reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF in Q4 2023 and held it in 7 quarters.
UBS Group's iShares Interest Rate Hedged US Aggregate Bond ETF position peaked at $9.59K in Q3 2024.
4 funds tracked by Wall St. Rank held iShares Interest Rate Hedged US Aggregate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.