UBS Group
IBCA

UBS Group’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

UBS Group’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.95M Buy
192,994
+34,387
+22% +$891K ﹤0.01% 4091
2025
Q4 		$4.11M Buy
158,607
+55,742
+54% +$1.45M ﹤0.01% 4223
2025
Q3 		$2.68M Buy
102,865
+69,765
+211% +$1.79M ﹤0.01% 4685
2025
Q2 		$848K Buy
+33,100
New +$830K ﹤0.01% 5585

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

UBS Group's IBCA Position: Q1 2026 in Review

UBS Group increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 22% in Q1 2026, buying an estimated $891K and bringing the position to 192,994 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #4091.

UBS Group first reported a position in IBCA in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • UBS Group held 192,994 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.95M as of Q1 2026.
  • UBS Group bought 34,387 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $891K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4091 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

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