UBS Group
BNDY

UBS Group’s Horizon Core Bond ETF BNDY Stock Holding History

UBS Group’s Portfolio BNDY Stock Details BNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-639
Closed -$16.4K – 11471
2026
Q1 		$16.4K Buy
+639
New +$16.5K ﹤0.01% 8075
2025
Q4 		– Sell
-732
Closed -$18.8K – 11570
2025
Q3 		$18.8K Buy
+732
New +$18.5K ﹤0.01% 8193

Other funds holding BNDY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group's BNDY Position: Q2 2026 in Review

UBS Group sold out of Horizon Core Bond ETF (BNDY) in Q2 2026, closing a stake of 639 shares — an estimated $16.4K sold.

UBS Group first reported a position in BNDY in Q3 2025 and held it in 2 quarters. The position peaked at $18.8K in Q3 2025. 6 funds tracked by Wall St. Rank hold BNDY as of Q2 2026.

  • UBS Group reported no remaining Horizon Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 639 Horizon Core Bond ETF shares in Q2 2026, an estimated $16.4K.
  • UBS Group first reported a position in Horizon Core Bond ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's Horizon Core Bond ETF position peaked at $18.8K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Horizon Core Bond ETF as of Q2 2026.

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