UBS Group
BDBT

UBS Group’s Bluemonte Core Bond ETF BDBT Stock Holding History

UBS Group’s Portfolio BDBT Stock Details BDBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-161
Closed -$4.07K – 11457
2026
Q1 		$4.07K Sell
161
-190
-54% -$4.84K ﹤0.01% 8994
2025
Q4 		$8.92K Sell
351
-1,187
-77% -$30.4K ﹤0.01% 8321
2025
Q3 		$39.2K Buy
+1,538
New +$39K ﹤0.01% 7733

Other funds holding BDBT

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group's BDBT Position: Q2 2026 in Review

UBS Group sold out of Bluemonte Core Bond ETF (BDBT) in Q2 2026, closing a stake of 161 shares — an estimated $4.07K sold.

UBS Group first reported a position in BDBT in Q3 2025 and held it in 3 quarters. The position peaked at $39.2K in Q3 2025. 4 funds tracked by Wall St. Rank hold BDBT as of Q2 2026.

  • UBS Group reported no remaining Bluemonte Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 161 Bluemonte Core Bond ETF shares in Q2 2026, an estimated $4.07K.
  • UBS Group first reported a position in Bluemonte Core Bond ETF in Q3 2025 and held it in 3 quarters.
  • UBS Group's Bluemonte Core Bond ETF position peaked at $39.2K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Bluemonte Core Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.