UBS Group’s iShares iBonds Dec 2054 Term Treasury ETF IBGK Stock Holding History

UBS Group’s Portfolio IBGK Stock Details IBGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61K	Buy	+2,609	New	+$60.6K	﹤0.01%	7465
2025 Q4	–	Sell	-1	Closed	-$24	–	11345
2025 Q3	$24	Buy	+1	New	+$24	﹤0.01%	10118
2025 Q1	–	Sell	-8	Closed	-$190	–	10838
2024 Q4	$190	Buy	+8	New	+$201	﹤0.01%	9581

Other funds holding IBGK

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group's IBGK Position: Q2 2026 in Review

UBS Group opened a new position in iShares iBonds Dec 2054 Term Treasury ETF (IBGK) in Q2 2026: 2,609 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #7465 among its holdings. This is a return to the name: UBS Group previously reported a position in IBGK as recently as Q3 2025.

UBS Group first reported a position in IBGK in Q4 2024 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold IBGK as of Q2 2026.

UBS Group held 2,609 shares of iShares iBonds Dec 2054 Term Treasury ETF worth $61K as of Q2 2026.
iShares iBonds Dec 2054 Term Treasury ETF was a new UBS Group position in Q2 2026.
iShares iBonds Dec 2054 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7465 holding.
UBS Group first reported a position in iShares iBonds Dec 2054 Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held iShares iBonds Dec 2054 Term Treasury ETF as of Q2 2026.

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