UBS Group
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UBS Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

UBS Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,084,157
Closed -$49.8M – 9638
2023
Q4 		$49.8M Buy
2,084,157
+29,939
+1% +$703K 0.01% 970
2023
Q3 		$47.9M Buy
2,054,218
+681,995
+50% +$16M 0.02% 881
2023
Q2 		$32.2M Sell
1,372,223
-224,527
-14% -$5.3M 0.01% 1098
2023
Q1 		$37.9M Buy
1,596,750
+256,773
+19% +$6.04M 0.01% 934
2022
Q4 		$31.3M Buy
1,339,977
+673,599
+101% +$15.6M 0.01% 1114
2022
Q3 		$15.4M Buy
666,378
+107,651
+19% +$2.56M 0.01% 1455
2022
Q2 		$13.3M Buy
558,727
+87,939
+19% +$2.11M 0.01% 1616
2022
Q1 		$11.6M Buy
470,788
+31,569
+7% +$798K ﹤0.01% 1824
2021
Q4 		$11.4M Buy
439,219
+20,436
+5% +$535K ﹤0.01% 2023
2021
Q3 		$11.1M Buy
418,783
+19,764
+5% +$526K ﹤0.01% 1946
2021
Q2 		$10.6M Buy
399,019
+72,155
+22% +$1.92M ﹤0.01% 1978
2021
Q1 		$8.62M Buy
326,864
+2,260
+0.7% +$60.4K ﹤0.01% 2086
2020
Q4 		$8.8M Buy
324,604
+17,591
+6% +$473K ﹤0.01% 1949
2020
Q3 		$8.23M Buy
307,013
+17,621
+6% +$473K ﹤0.01% 1783
2020
Q2 		$7.72M Buy
289,392
+9,495
+3% +$245K ﹤0.01% 1715
2020
Q1 		$6.87M Sell
279,897
-63,502
-18% -$1.61M ﹤0.01% 1667
2019
Q4 		$8.78M Buy
343,399
+31,517
+10% +$802K ﹤0.01% 2073
2019
Q3 		$7.94M Sell
311,882
-41,937
-12% -$1.06M ﹤0.01% 1949
2019
Q2 		$8.87M Sell
353,819
-62,191
-15% -$1.52M ﹤0.01% 1863
2019
Q1 		$10.1M Buy
416,010
+12,746
+3% +$301K ﹤0.01% 1668
2018
Q4 		$9.29M Sell
403,264
-77,407
-16% -$1.78M ﹤0.01% 1632
2018
Q3 		$11.2M Sell
480,671
-5,460
-1% -$128K ﹤0.01% 1680
2018
Q2 		$11.3M Buy
486,131
+126,299
+35% +$2.95M ﹤0.01% 1632
2018
Q1 		$8.52M Buy
359,832
+49,989
+16% +$1.19M ﹤0.01% 1840
2017
Q4 		$7.6M Buy
309,843
+183,535
+145% +$4.5M ﹤0.01% 1957
2017
Q3 		$3.11M Buy
126,308
+74,396
+143% +$1.83M ﹤0.01% 2665
2017
Q2 		$1.27M Buy
51,912
+29,812
+135% +$727K ﹤0.01% 3398
2017
Q1 		$530K Buy
22,100
+20,922
+1,776% +$501K ﹤0.01% 3995
2016
Q4 		$28K Buy
+1,178
New +$28.7K ﹤0.01% 6292

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

UBS Group's IBDR Position: Q1 2024 in Review

UBS Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2024, closing a stake of 2,084,157 shares — an estimated $49.8M sold.

UBS Group first reported a position in IBDR in Q4 2016 and held it in 29 quarters. The position peaked at $49.8M in Q4 2023. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

  • UBS Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 2,084,157 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $49.8M.
  • UBS Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2016 and held it in 29 quarters.
  • UBS Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $49.8M in Q4 2023.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.