UBS Group
IBDY icon

UBS Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

UBS Group’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8M Buy
534,158
+34,709
+7% +$906K ﹤0.01% 2999
2025
Q4 		$13.1M Buy
499,449
+94,577
+23% +$2.48M ﹤0.01% 3015
2025
Q3 		$10.6M Buy
404,872
+33,794
+9% +$877K ﹤0.01% 3228
2025
Q2 		$9.61M Sell
371,078
-11,648
-3% -$295K ﹤0.01% 3116
2025
Q1 		$9.78M Buy
382,726
+38,228
+11% +$967K ﹤0.01% 3064
2024
Q4 		$8.65M Buy
344,498
+54,436
+19% +$1.39M ﹤0.01% 3220
2024
Q3 		$7.66M Buy
290,062
+58,669
+25% +$1.52M ﹤0.01% 2635
2024
Q2 		$5.83M Buy
231,393
+19,646
+9% +$492K ﹤0.01% 2710
2024
Q1 		$5.4M Buy
211,747
+168,338
+388% +$4.28M ﹤0.01% 2893
2023
Q4 		$1.12M Buy
+43,409
New +$1.06M ﹤0.01% 4400

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's IBDY Position: Q1 2026 in Review

UBS Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.9% in Q1 2026, buying an estimated $906K and bringing the position to 534,158 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

UBS Group first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • UBS Group held 534,158 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $13.8M as of Q1 2026.
  • UBS Group bought 34,709 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $906K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2999 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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