UBS Group
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UBS Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

UBS Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66M Buy
3,026,804
+909,716
+43% +$19.8M 0.01% 1479
2026
Q1 		$46.3M Buy
2,117,088
+244,081
+13% +$5.38M 0.01% 1717
2025
Q4 		$41.3M Buy
1,873,007
+474,845
+34% +$10.5M 0.01% 1821
2025
Q3 		$31M Buy
1,398,162
+177,806
+15% +$3.91M ﹤0.01% 2102
2025
Q2 		$26.8M Buy
1,220,356
+12,520
+1% +$271K ﹤0.01% 2078
2025
Q1 		$26.2M Buy
1,207,836
+213,537
+21% +$4.59M ﹤0.01% 2091
2024
Q4 		$21.2M Sell
994,299
-7,616
-0.8% -$165K ﹤0.01% 2256
2024
Q3 		$22.2M Buy
1,001,915
+105,816
+12% +$2.31M ﹤0.01% 1736
2024
Q2 		$19.1M Sell
896,099
-932,831
-51% -$19.7M ﹤0.01% 1721
2024
Q1 		$39.1M Buy
1,828,930
+157,536
+9% +$3.37M 0.01% 1201
2023
Q4 		$36.2M Buy
1,671,394
+1,186,635
+245% +$24.5M 0.01% 1178
2023
Q3 		$9.88M Buy
484,759
+7,864
+2% +$164K ﹤0.01% 1991
2023
Q2 		$10.1M Sell
476,895
-9,957
-2% -$212K ﹤0.01% 1954
2023
Q1 		$10.5M Buy
486,852
+400,680
+465% +$8.52M ﹤0.01% 1858
2022
Q4 		$1.79M Buy
86,172
+8,627
+11% +$178K ﹤0.01% 3493
2022
Q3 		$1.57M Buy
77,545
+41,371
+114% +$889K ﹤0.01% 3372
2022
Q2 		$774K Buy
36,174
+4,848
+15% +$106K ﹤0.01% 3934
2022
Q1 		$726K Sell
31,326
-20,902
-40% -$500K ﹤0.01% 4404
2021
Q4 		$1.31M Buy
52,228
+1,033
+2% +$26K ﹤0.01% 4148
2021
Q3 		$1.29M Buy
51,195
+6,628
+15% +$170K ﹤0.01% 3961
2021
Q2 		$1.14M Buy
44,567
+33,047
+287% +$830K ﹤0.01% 4075
2021
Q1 		$285K Buy
+11,520
New +$293K ﹤0.01% 5240

Other funds holding IBDV

Bank of America
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group's IBDV Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 43% in Q2 2026, buying an estimated $19.8M and bringing the position to 3,026,804 shares worth $66M. The position accounts for 0.01% of the portfolio, ranked #1479.

UBS Group first reported a position in IBDV in Q1 2021 and has held it in 22 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • UBS Group held 3,026,804 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $66M as of Q2 2026.
  • UBS Group bought 909,716 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $19.8M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1479 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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