UBS Group
IBHF icon

UBS Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

UBS Group’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Sell
179,441
-17,382
-9% -$395K ﹤0.01% 4386
2026
Q1 		$4.52M Sell
196,823
-18,390
-9% -$424K ﹤0.01% 4174
2025
Q4 		$4.97M Sell
215,213
-52,524
-20% -$1.22M ﹤0.01% 4039
2025
Q3 		$6.26M Buy
267,737
+5,112
+2% +$119K ﹤0.01% 3803
2025
Q2 		$6.1M Buy
262,625
+4,608
+2% +$106K ﹤0.01% 3665
2025
Q1 		$5.99M Buy
258,017
+157,325
+156% +$3.66M ﹤0.01% 3602
2024
Q4 		$2.33M Buy
100,692
+88,253
+709% +$2.05M ﹤0.01% 4579
2024
Q3 		$291K Buy
12,439
+3,145
+34% +$72.6K ﹤0.01% 5591
2024
Q2 		$213K Buy
9,294
+762
+9% +$17.4K ﹤0.01% 5619
2024
Q1 		$197K Sell
8,532
-1,767
-17% -$40.5K ﹤0.01% 5865
2023
Q4 		$236K Buy
10,299
+2,054
+25% +$46.3K ﹤0.01% 5673
2023
Q3 		$186K Buy
8,245
+6,905
+515% +$156K ﹤0.01% 5411
2023
Q2 		$30.5K Sell
1,340
-1,545
-54% -$34.9K ﹤0.01% 6713
2023
Q1 		$65.8K Buy
+2,885
New +$65.4K ﹤0.01% 6241
2022
Q4 		– Sell
-1,213
Closed -$27K – 10896
2022
Q3 		$27K Buy
+1,213
New +$27.5K ﹤0.01% 7000
2022
Q2 		– Sell
-1,883
Closed -$46K – 10584
2022
Q1 		$46K Buy
+1,883
New +$46.4K ﹤0.01% 6579

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

UBS Group's IBHF Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 8.8% in Q2 2026, selling an estimated $395K and leaving 179,441 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #4386.

UBS Group first reported a position in IBHF in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.26M in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • UBS Group held 179,441 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.06M as of Q2 2026.
  • UBS Group sold 17,382 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $395K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4386 holding.
  • UBS Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2022 and has held it in 16 quarters since.
  • UBS Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $6.26M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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