UBS Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

UBS Group’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90M	Buy	3,887,671 +206,114	+6%	+$4.78M	0.01%	1200
2026 Q1	$85.6M	Buy	3,681,557 +168,505	+5%	+$3.94M	0.01%	1169
2025 Q4	$82.2M	Buy	3,513,052 +445,107	+15%	+$10.4M	0.01%	1171
2025 Q3	$72M	Buy	3,067,945 +1,102,112	+56%	+$25.7M	0.01%	1292
2025 Q2	$45.9M	Buy	1,965,833 +94,359	+5%	+$2.18M	0.01%	1605
2025 Q1	$43.3M	Buy	1,871,474 +261,521	+16%	+$6M	0.01%	1615
2024 Q4	$36.7M	Buy	1,609,953 +442,672	+38%	+$10.2M	0.01%	1738
2024 Q3	$27.4M	Buy	1,167,281 +158,262	+16%	+$3.67M	0.01%	1581
2024 Q2	$22.9M	Buy	1,009,019 +48,144	+5%	+$1.09M	0.01%	1581
2024 Q1	$21.9M	Buy	960,875 +102,320	+12%	+$2.33M	0.01%	1615
2023 Q4	$19.8M	Buy	858,555 +144,901	+20%	+$3.21M	0.01%	1594
2023 Q3	$15.6M	Buy	713,654 +132,417	+23%	+$2.94M	0.01%	1656
2023 Q2	$13M	Buy	581,237 +182,558	+46%	+$4.14M	﹤0.01%	1781
2023 Q1	$9.12M	Buy	398,679 +332,994	+507%	+$7.53M	﹤0.01%	1956
2022 Q4	$1.46M	Sell	65,685 -72	-0.1%	-$1.59K	﹤0.01%	3705
2022 Q3	$1.43M	Buy	65,757 +10,429	+19%	+$239K	﹤0.01%	3447
2022 Q2	$1.26M	Buy	55,328 +2,222	+4%	+$51.7K	﹤0.01%	3528
2022 Q1	$1.3M	Buy	53,106 +2,849	+6%	+$71.9K	﹤0.01%	3844
2021 Q4	$1.32M	Buy	50,257 +1,292	+3%	+$34.1K	﹤0.01%	4139
2021 Q3	$1.3M	Buy	48,965 +11,321	+30%	+$305K	﹤0.01%	3955
2021 Q2	$1.01M	Buy	37,644 +5,918	+19%	+$157K	﹤0.01%	4163
2021 Q1	$829K	Buy	31,726 +2,083	+7%	+$55.7K	﹤0.01%	4438
2020 Q4	$815K	Buy	29,643 +4,225	+17%	+$115K	﹤0.01%	4184
2020 Q3	$687K	Buy	25,418 +9,814	+63%	+$267K	﹤0.01%	3925
2020 Q2	$417K	Buy	15,604 +7,693	+97%	+$198K	﹤0.01%	4296
2020 Q1	$191K	Buy	+7,911	New	+$201K	﹤0.01%	4759

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group's IBDU Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.6% in Q2 2026, buying an estimated $4.78M and bringing the position to 3,887,671 shares worth $90M. The position accounts for 0.01% of the portfolio, ranked #1200.

UBS Group first reported a position in IBDU in Q1 2020 and has held it in 26 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

UBS Group held 3,887,671 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $90M as of Q2 2026.
UBS Group bought 206,114 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $4.78M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1200 holding.
UBS Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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