UBS Group
IBDQ

UBS Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

UBS Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,095,570
Closed -$52.8M – 10819
2025
Q3 		$52.8M Sell
2,095,570
-558,537
-21% -$14M 0.01% 1567
2025
Q2 		$66.8M Sell
2,654,107
-240,480
-8% -$6.04M 0.01% 1260
2025
Q1 		$72.8M Sell
2,894,587
-284,930
-9% -$7.15M 0.01% 1147
2024
Q4 		$79.6M Buy
3,179,517
+25,372
+0.8% +$636K 0.01% 1064
2024
Q3 		$79.2M Buy
3,154,145
+123,271
+4% +$3.08M 0.02% 868
2024
Q2 		$75.3M Buy
3,030,874
+169,725
+6% +$4.2M 0.02% 790
2024
Q1 		$71M Sell
2,861,149
-102,558
-3% -$2.54M 0.02% 833
2023
Q4 		$73.4M Buy
2,963,707
+193,207
+7% +$4.73M 0.02% 740
2023
Q3 		$67.5M Buy
2,770,500
+382,729
+16% +$9.33M 0.02% 679
2023
Q2 		$58.2M Buy
2,387,771
+140,288
+6% +$3.43M 0.02% 747
2023
Q1 		$55.1M Sell
2,247,483
-1,142,894
-34% -$27.9M 0.02% 726
2022
Q4 		$82.5M Buy
3,390,377
+1,754,960
+107% +$42.5M 0.03% 564
2022
Q3 		$39.5M Buy
1,635,417
+648,674
+66% +$16M 0.02% 820
2022
Q2 		$24.4M Sell
986,743
-225,709
-19% -$5.62M 0.01% 1179
2022
Q1 		$30.6M Buy
1,212,452
+269,549
+29% +$6.95M 0.01% 1137
2021
Q4 		$24.9M Sell
942,903
-15,438
-2% -$410K 0.01% 1430
2021
Q3 		$25.7M Buy
958,341
+125,456
+15% +$3.38M 0.01% 1307
2021
Q2 		$22.5M Buy
832,885
+30,549
+4% +$824K 0.01% 1407
2021
Q1 		$21.5M Buy
802,336
+221,881
+38% +$6.01M 0.01% 1398
2020
Q4 		$15.9M Buy
580,455
+56,176
+11% +$1.53M 0.01% 1500
2020
Q3 		$14.2M Buy
524,279
+53,090
+11% +$1.44M 0.01% 1407
2020
Q2 		$12.7M Buy
471,189
+47,920
+11% +$1.26M 0.01% 1346
2020
Q1 		$10.6M Sell
423,269
-11,253
-3% -$290K 0.01% 1370
2019
Q4 		$11.3M Buy
434,522
+27,249
+7% +$705K ﹤0.01% 1849
2019
Q3 		$10.5M Sell
407,273
-45,096
-10% -$1.16M ﹤0.01% 1724
2019
Q2 		$11.6M Sell
452,369
-83,956
-16% -$2.1M ﹤0.01% 1629
2019
Q1 		$13.3M Sell
536,325
-424,901
-44% -$10.3M 0.01% 1448
2018
Q4 		$22.7M Buy
961,226
+423,343
+79% +$10M 0.01% 996
2018
Q3 		$12.9M Buy
537,883
+12,029
+2% +$289K 0.01% 1555
2018
Q2 		$12.6M Buy
525,854
+29,341
+6% +$702K 0.01% 1542
2018
Q1 		$12.1M Buy
496,513
+68,724
+16% +$1.68M 0.01% 1541
2017
Q4 		$10.7M Buy
427,789
+187,431
+78% +$4.7M ﹤0.01% 1661
2017
Q3 		$6.04M Buy
240,358
+112,907
+89% +$2.84M ﹤0.01% 2045
2017
Q2 		$3.18M Buy
127,451
+61,088
+92% +$1.52M ﹤0.01% 2562
2017
Q1 		$1.64M Buy
66,363
+25,827
+64% +$633K ﹤0.01% 3123
2016
Q4 		$986K Buy
40,536
+13,739
+51% +$341K ﹤0.01% 3549
2016
Q3 		$687K Sell
26,797
-4,104
-13% -$105K ﹤0.01% 3684
2016
Q2 		$792K Buy
30,901
+1,516
+5% +$38.1K ﹤0.01% 3571
2016
Q1 		$731K Buy
29,385
+14,745
+101% +$357K ﹤0.01% 3497
2015
Q4 		$351K Buy
14,640
+11,592
+380% +$280K ﹤0.01% 4220
2015
Q3 		$74K Buy
+3,048
New +$73.3K ﹤0.01% 5479

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's IBDQ Position: Q4 2025 in Review

UBS Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 2,095,570 shares — an estimated $52.8M sold.

UBS Group first reported a position in IBDQ in Q3 2015 and held it in 41 quarters. The position peaked at $82.5M in Q4 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • UBS Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 2,095,570 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $52.8M.
  • UBS Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2015 and held it in 41 quarters.
  • UBS Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $82.5M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.