UBS Group
IBDZ

UBS Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

UBS Group’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.6M Sell
368,529
-1,138
-0.3% -$29.6K ﹤0.01% 3497
2026
Q1 		$9.63M Buy
369,667
+10,479
+3% +$276K ﹤0.01% 3394
2025
Q4 		$9.47M Buy
359,188
+35,061
+11% +$928K ﹤0.01% 3343
2025
Q3 		$8.58M Buy
324,127
+23,044
+8% +$603K ﹤0.01% 3477
2025
Q2 		$7.87M Sell
301,083
-84,804
-22% -$2.17M ﹤0.01% 3364
2025
Q1 		$9.95M Buy
385,887
+151,920
+65% +$3.88M ﹤0.01% 3043
2024
Q4 		$5.95M Buy
233,967
+225,092
+2,536% +$5.83M ﹤0.01% 3626
2024
Q3 		$237K Buy
+8,875
New +$232K ﹤0.01% 5748

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

UBS Group's IBDZ Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.31% in Q2 2026, selling an estimated $29.6K and leaving 368,529 shares worth $9.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

UBS Group first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.95M in Q1 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • UBS Group held 368,529 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $9.6M as of Q2 2026.
  • UBS Group sold 1,138 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $29.6K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3497 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $9.95M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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