UBS Group
IBHE

UBS Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

UBS Group’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,981
Closed -$952K – 10820
2025
Q3 		$952K Hold
40,981
– – ﹤0.01% 5617
2025
Q2 		$953K Sell
40,981
-18,244
-31% -$423K ﹤0.01% 5491
2025
Q1 		$1.38M Buy
59,225
+17,107
+41% +$397K ﹤0.01% 5020
2024
Q4 		$977K Buy
42,118
+31,190
+285% +$724K ﹤0.01% 5315
2024
Q3 		$255K Buy
10,928
+1,135
+12% +$26.3K ﹤0.01% 5694
2024
Q2 		$228K Sell
9,793
-1,227
-11% -$28.6K ﹤0.01% 5577
2024
Q1 		$258K Buy
11,020
+1,510
+16% +$35.1K ﹤0.01% 5677
2023
Q4 		$220K Hold
9,510
– – ﹤0.01% 5727
2023
Q3 		$218K Buy
9,510
+7,926
+500% +$182K ﹤0.01% 5313
2023
Q2 		$36.4K Buy
+1,584
New +$36.1K ﹤0.01% 6635
2022
Q2 		– Sell
-138
Closed -$3K – 10585
2022
Q1 		$3K Sell
138
-261
-65% -$6.34K ﹤0.01% 9448
2021
Q4 		$10K Buy
+399
New +$9.91K ﹤0.01% 8778

Other funds holding IBHE

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

UBS Group's IBHE Position: Q4 2025 in Review

UBS Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 40,981 shares — an estimated $952K sold.

UBS Group first reported a position in IBHE in Q4 2021 and held it in 12 quarters. The position peaked at $1.38M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • UBS Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 40,981 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $952K.
  • UBS Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2021 and held it in 12 quarters.
  • UBS Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.38M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.