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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group's BDBT Position: Q1 2026 in Review

UBS Group reduced its Bluemonte Core Bond ETF (BDBT) stake by 54% in Q1 2026, selling an estimated $4.84K and leaving 161 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #8994.

UBS Group first reported a position in BDBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $39.2K in Q3 2025. 6 funds tracked by Wall St. Rank hold BDBT as of Q1 2026.

  • UBS Group held 161 shares of Bluemonte Core Bond ETF worth $4.07K as of Q1 2026.
  • UBS Group sold 190 Bluemonte Core Bond ETF shares in Q1 2026, an estimated $4.84K.
  • Bluemonte Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8994 holding.
  • UBS Group first reported a position in Bluemonte Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Bluemonte Core Bond ETF position peaked at $39.2K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Bluemonte Core Bond ETF as of Q1 2026.

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