UBS Group
IBHD

UBS Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

UBS Group’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-48,041
Closed -$1.12M – 10638
2024
Q3 		$1.12M Buy
48,041
+1,996
+4% +$46.3K ﹤0.01% 4563
2024
Q2 		$1.07M Buy
46,045
+10,947
+31% +$254K ﹤0.01% 4361
2024
Q1 		$818K Buy
35,098
+21,260
+154% +$495K ﹤0.01% 4761
2023
Q4 		$321K Buy
13,838
+435
+3% +$10.1K ﹤0.01% 5449
2023
Q3 		$311K Buy
13,403
+10,459
+355% +$242K ﹤0.01% 5023
2023
Q2 		$67.9K Buy
2,944
+1,808
+159% +$41.5K ﹤0.01% 6289
2023
Q1 		$26.3K Buy
+1,136
New +$26.1K ﹤0.01% 6884
2022
Q3 		– Sell
-1,083
Closed -$24K – 11105
2022
Q2 		$24K Buy
+1,083
New +$24.9K ﹤0.01% 6664
2022
Q1 		– Sell
-348
Closed -$9K – 11061
2021
Q4 		$9K Buy
+348
New +$8.54K ﹤0.01% 8945
2020
Q4 		– Sell
-229
Closed -$5K – 8855
2020
Q3 		$5K Buy
+229
New +$5.38K ﹤0.01% 7349

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's IBHD Position: Q4 2024 in Review

UBS Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 48,041 shares — an estimated $1.12M sold.

UBS Group first reported a position in IBHD in Q3 2020 and held it in 10 quarters. The position peaked at $1.12M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • UBS Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 48,041 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.12M.
  • UBS Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2020 and held it in 10 quarters.
  • UBS Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.12M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.