UBS Group
IBDP

UBS Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

UBS Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,344,993
Closed -$59.1M – 10640
2024
Q3 		$59.1M Sell
2,344,993
-492,206
-17% -$12.4M 0.01% 1046
2024
Q2 		$71.3M Sell
2,837,199
-78,184
-3% -$1.96M 0.02% 827
2024
Q1 		$73M Buy
2,915,383
+9,830
+0.3% +$246K 0.02% 814
2023
Q4 		$72.4M Buy
2,905,553
+359,175
+14% +$8.9M 0.02% 753
2023
Q3 		$63M Sell
2,546,378
-107,818
-4% -$2.66M 0.02% 714
2023
Q2 		$65.3M Sell
2,654,196
-27,178
-1% -$668K 0.02% 684
2023
Q1 		$65.9M Buy
2,681,374
+9,011
+0.3% +$221K 0.02% 646
2022
Q4 		$65.3M Buy
2,672,363
+68,966
+3% +$1.68M 0.02% 671
2022
Q3 		$63.4M Buy
2,603,397
+660,659
+34% +$16.3M 0.03% 593
2022
Q2 		$48.1M Buy
1,942,738
+408,903
+27% +$10.2M 0.02% 755
2022
Q1 		$38.5M Sell
1,533,835
-366,329
-19% -$9.33M 0.01% 1002
2021
Q4 		$49.3M Buy
1,900,164
+27,765
+1% +$723K 0.01% 967
2021
Q3 		$49.2M Buy
1,872,399
+56,214
+3% +$1.48M 0.02% 874
2021
Q2 		$47.9M Buy
1,816,185
+139,730
+8% +$3.69M 0.02% 886
2021
Q1 		$44.2M Sell
1,676,455
-26,837
-2% -$711K 0.01% 912
2020
Q4 		$45.3M Buy
1,703,292
+246,678
+17% +$6.53M 0.02% 834
2020
Q3 		$38.5M Buy
1,456,614
+237,845
+20% +$6.3M 0.01% 786
2020
Q2 		$32.1M Buy
1,218,769
+122,916
+11% +$3.17M 0.01% 810
2020
Q1 		$27.1M Buy
1,095,853
+175,523
+19% +$4.47M 0.01% 837
2019
Q4 		$23.6M Buy
920,330
+93,782
+11% +$2.41M 0.01% 1257
2019
Q3 		$21.2M Buy
826,548
+66,801
+9% +$1.71M 0.01% 1192
2019
Q2 		$19.4M Sell
759,747
-94,257
-11% -$2.36M 0.01% 1242
2019
Q1 		$21.2M Buy
854,004
+25,675
+3% +$626K 0.01% 1114
2018
Q4 		$19.8M Sell
828,329
-14,974
-2% -$357K 0.01% 1095
2018
Q3 		$20.3M Buy
843,303
+2,016
+0.2% +$48.6K 0.01% 1202
2018
Q2 		$20.3M Buy
841,287
+97,018
+13% +$2.34M 0.01% 1162
2018
Q1 		$18.2M Buy
744,269
+91,965
+14% +$2.26M 0.01% 1231
2017
Q4 		$16.3M Buy
652,304
+231,964
+55% +$5.82M 0.01% 1327
2017
Q3 		$10.6M Buy
420,340
+120,305
+40% +$3.03M ﹤0.01% 1582
2017
Q2 		$7.52M Buy
300,035
+71,071
+31% +$1.78M ﹤0.01% 1778
2017
Q1 		$5.67M Buy
228,964
+34,931
+18% +$860K ﹤0.01% 1985
2016
Q4 		$4.75M Buy
194,033
+38,544
+25% +$959K ﹤0.01% 2141
2016
Q3 		$3.98M Buy
155,489
+40,389
+35% +$1.03M ﹤0.01% 2237
2016
Q2 		$2.94M Buy
115,100
+55,727
+94% +$1.4M ﹤0.01% 2446
2016
Q1 		$1.47M Buy
59,373
+26,537
+81% +$641K ﹤0.01% 2939
2015
Q4 		$788K Buy
32,836
+19,934
+155% +$482K ﹤0.01% 3590
2015
Q3 		$313K Buy
12,902
+12,718
+6,912% +$307K ﹤0.01% 4277
2015
Q2 		$4K Buy
+184
New +$4.54K ﹤0.01% 7999

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's IBDP Position: Q4 2024 in Review

UBS Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 2,344,993 shares — an estimated $59.1M sold.

UBS Group first reported a position in IBDP in Q2 2015 and held it in 38 quarters. The position peaked at $73M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • UBS Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 2,344,993 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $59.1M.
  • UBS Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2015 and held it in 38 quarters.
  • UBS Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $73M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.