UBS Group
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UBS Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

UBS Group’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.5M Buy
1,208,903
+38,023
+3% +$958K ﹤0.01% 2252
2026
Q1 		$29.6M Buy
1,170,880
+206,333
+21% +$5.26M ﹤0.01% 2189
2025
Q4 		$24.6M Buy
964,547
+109,030
+13% +$2.79M ﹤0.01% 2386
2025
Q3 		$21.9M Buy
855,517
+118,732
+16% +$3.01M ﹤0.01% 2461
2025
Q2 		$18.6M Sell
736,785
-129,998
-15% -$3.23M ﹤0.01% 2437
2025
Q1 		$21.7M Buy
866,783
+73,788
+9% +$1.83M ﹤0.01% 2236
2024
Q4 		$19.5M Buy
792,995
+124,421
+19% +$3.11M ﹤0.01% 2347
2024
Q3 		$17.2M Buy
668,574
+72,533
+12% +$1.83M ﹤0.01% 1952
2024
Q2 		$14.6M Buy
596,041
+117,046
+24% +$2.86M ﹤0.01% 1927
2024
Q1 		$11.9M Buy
478,995
+69,659
+17% +$1.73M ﹤0.01% 2130
2023
Q4 		$10.3M Buy
409,336
+5,680
+1% +$136K ﹤0.01% 2064
2023
Q3 		$9.48M Buy
403,656
+35,373
+10% +$854K ﹤0.01% 2025
2023
Q2 		$9.07M Buy
368,283
+248,631
+208% +$6.16M ﹤0.01% 2033
2023
Q1 		$3M Buy
119,652
+119,612
+299,030% +$2.96M ﹤0.01% 3002
2022
Q4 		$967 Sell
40
-304
-88% -$7.3K ﹤0.01% 10017
2022
Q3 		$8K Buy
+344
New +$8.71K ﹤0.01% 8717

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's IBDX Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.2% in Q2 2026, buying an estimated $958K and bringing the position to 1,208,903 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

UBS Group first reported a position in IBDX in Q3 2022 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • UBS Group held 1,208,903 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $30.5M as of Q2 2026.
  • UBS Group bought 38,023 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $958K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2252 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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