UBS Group
IBDW icon

UBS Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

UBS Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.7M Buy
1,894,630
+229,432
+14% +$4.85M 0.01% 1873
2025
Q4 		$35.2M Buy
1,665,198
+237,256
+17% +$5.03M 0.01% 2008
2025
Q3 		$30.3M Buy
1,427,942
+180,222
+14% +$3.8M ﹤0.01% 2129
2025
Q2 		$26.3M Sell
1,247,720
-45,528
-4% -$940K ﹤0.01% 2094
2025
Q1 		$26.8M Buy
1,293,248
+124,105
+11% +$2.55M ﹤0.01% 2065
2024
Q4 		$23.8M Buy
1,169,143
+224,447
+24% +$4.64M ﹤0.01% 2150
2024
Q3 		$20M Buy
944,696
+80,553
+9% +$1.68M ﹤0.01% 1826
2024
Q2 		$17.5M Sell
864,143
-52,625
-6% -$1.06M ﹤0.01% 1798
2024
Q1 		$18.8M Buy
916,768
+79,202
+9% +$1.62M ﹤0.01% 1747
2023
Q4 		$17.4M Buy
837,566
+62,034
+8% +$1.22M 0.01% 1676
2023
Q3 		$15M Sell
775,532
-30,385
-4% -$605K 0.01% 1684
2023
Q2 		$16.3M Buy
805,917
+292,990
+57% +$5.98M 0.01% 1601
2023
Q1 		$10.6M Buy
512,927
+504,157
+5,749% +$10.3M ﹤0.01% 1852
2022
Q4 		$174K Buy
8,770
+257
+3% +$5.09K ﹤0.01% 5574
2022
Q3 		$166K Buy
8,513
+4,068
+92% +$84.7K ﹤0.01% 5251
2022
Q2 		$92K Sell
4,445
-1,003
-18% -$21.4K ﹤0.01% 5488
2022
Q1 		$124K Buy
5,448
+5,447
+544,700% +$128K ﹤0.01% 5736
2021
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 10452

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's IBDW Position: Q1 2026 in Review

UBS Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 14% in Q1 2026, buying an estimated $4.85M and bringing the position to 1,894,630 shares worth $39.7M. The position accounts for 0.01% of the portfolio, ranked #1873.

UBS Group first reported a position in IBDW in Q4 2021 and has held it in 18 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • UBS Group held 1,894,630 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $39.7M as of Q1 2026.
  • UBS Group bought 229,432 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $4.85M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1873 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 18 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.