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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 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 IBDZ Position: Q1 2026 in Review

UBS Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 2.9% in Q1 2026, buying an estimated $276K and bringing the position to 369,667 shares worth $9.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3394.

UBS Group first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.95M in Q1 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • UBS Group held 369,667 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $9.63M as of Q1 2026.
  • UBS Group bought 10,479 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $276K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3394 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $9.95M in Q1 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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