UBS Group
IBDS icon

UBS Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

UBS Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Sell
4,219,212
-44,178
-1% -$1.07M 0.01% 1102
2026
Q1 		$103M Buy
4,263,390
+360,887
+9% +$8.76M 0.02% 1025
2025
Q4 		$94.8M Buy
3,902,503
+663,893
+20% +$16.1M 0.02% 1058
2025
Q3 		$78.8M Buy
+3,238,610
New +$78.5M 0.01% 1222
2025
Q2 		– Sell
-2,857,492
Closed -$69.1M – 10518
2025
Q1 		$69.1M Buy
2,857,492
+168,059
+6% +$4.04M 0.01% 1185
2024
Q4 		$64.4M Buy
2,689,433
+439,015
+20% +$10.6M 0.01% 1237
2024
Q3 		$54.8M Buy
2,250,418
+251,931
+13% +$6.07M 0.01% 1095
2024
Q2 		$47.4M Buy
1,998,487
+74,738
+4% +$1.77M 0.01% 1069
2024
Q1 		$45.8M Buy
1,923,749
+83,988
+5% +$2M 0.01% 1091
2023
Q4 		$44M Buy
1,839,761
+405,999
+28% +$9.48M 0.01% 1056
2023
Q3 		$33.2M Buy
1,433,762
+231,009
+19% +$5.39M 0.01% 1111
2023
Q2 		$28.2M Sell
1,202,753
-20,041
-2% -$474K 0.01% 1190
2023
Q1 		$29.1M Buy
1,222,794
+433,936
+55% +$10.2M 0.01% 1121
2022
Q4 		$18.4M Buy
788,858
+505,980
+179% +$11.7M 0.01% 1473
2022
Q3 		$6.51M Buy
282,878
+72,755
+35% +$1.74M ﹤0.01% 2123
2022
Q2 		$5.02M Buy
210,123
+9,424
+5% +$228K ﹤0.01% 2377
2022
Q1 		$5M Buy
200,699
+58,282
+41% +$1.49M ﹤0.01% 2540
2021
Q4 		$3.78M Buy
142,417
+2,716
+2% +$72.4K ﹤0.01% 3138
2021
Q3 		$3.77M Buy
139,701
+8,222
+6% +$223K ﹤0.01% 2967
2021
Q2 		$3.56M Sell
131,479
-6,242
-5% -$168K ﹤0.01% 3029
2021
Q1 		$3.68M Sell
137,721
-115,343
-46% -$3.14M ﹤0.01% 2937
2020
Q4 		$6.98M Buy
253,064
+14,164
+6% +$387K ﹤0.01% 2144
2020
Q3 		$6.48M Buy
238,900
+8,648
+4% +$235K ﹤0.01% 1967
2020
Q2 		$6.21M Buy
230,252
+11,645
+5% +$303K ﹤0.01% 1878
2020
Q1 		$5.36M Sell
218,607
-22,697
-9% -$585K ﹤0.01% 1864
2019
Q4 		$6.28M Buy
241,304
+114,737
+91% +$2.97M ﹤0.01% 2392
2019
Q3 		$3.28M Buy
126,567
+4,941
+4% +$127K ﹤0.01% 2795
2019
Q2 		$3.1M Buy
121,626
+19,048
+19% +$471K ﹤0.01% 2747
2019
Q1 		$2.52M Buy
102,578
+55,492
+118% +$1.33M ﹤0.01% 2796
2018
Q4 		$1.1M Buy
47,086
+9,905
+27% +$230K ﹤0.01% 3591
2018
Q3 		$876K Buy
37,181
+11,410
+44% +$270K ﹤0.01% 3961
2018
Q2 		$608K Buy
25,771
+3,425
+15% +$80.9K ﹤0.01% 4177
2018
Q1 		$538K Buy
22,346
+13,208
+145% +$321K ﹤0.01% 4153
2017
Q4 		$228K Buy
9,138
+7,913
+646% +$197K ﹤0.01% 4825
2017
Q3 		$30K Buy
+1,225
New +$30.5K ﹤0.01% 6162

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's IBDS Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1% in Q2 2026, selling an estimated $1.07M and leaving 4,219,212 shares worth $102M. The position accounts for 0.01% of the portfolio, ranked #1102.

UBS Group first reported a position in IBDS in Q3 2017 and has held it in 35 quarters since. The position peaked at $103M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • UBS Group held 4,219,212 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $102M as of Q2 2026.
  • UBS Group sold 44,178 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.07M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1102 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2017 and has held it in 35 quarters since.
  • UBS Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $103M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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