UBS Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

UBS Group’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.9M	Buy	1,807,096 +1,472,206	+440%	+$32.5M	0.01%	1975
2026 Q1	$7.41M	Buy	334,890 +124,380	+59%	+$2.76M	﹤0.01%	3650
2025 Q4	$4.7M	Buy	210,510 +183,712	+686%	+$4.11M	﹤0.01%	4092
2025 Q3	$603K	Sell	26,798 -1,274	-5%	-$28.6K	﹤0.01%	5949
2025 Q2	$633K	Sell	28,072 -42,868	-60%	-$953K	﹤0.01%	5824
2025 Q1	$1.58M	Buy	70,940 +48,275	+213%	+$1.08M	﹤0.01%	4895
2024 Q4	$504K	Buy	22,665 +22,385	+7,995%	+$501K	﹤0.01%	5829
2024 Q3	$6.33K	Hold	280	–	–	﹤0.01%	7981
2024 Q2	$6.17K	Buy	+280	New	+$6.16K	﹤0.01%	7942
2023 Q2	–	Sell	-765	Closed	-$16.8K	–	9216
2023 Q1	$16.8K	Buy	+765	New	+$16.7K	﹤0.01%	7211
2022 Q4	–	Sell	-512	Closed	-$11K	–	10897
2022 Q3	$11K	Buy	512 +183	+56%	+$3.98K	﹤0.01%	8297
2022 Q2	$7K	Buy	+329	New	+$7.38K	﹤0.01%	8491
2022 Q1	–	Sell	-299	Closed	-$7K	–	10524
2021 Q4	$7K	Sell	299 -110	-27%	-$2.73K	﹤0.01%	9151
2021 Q3	$10K	Buy	+409	New	+$10.2K	﹤0.01%	8000

Other funds holding IBHG

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

UBS Group's IBHG Position: Q2 2026 in Review

UBS Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 440% in Q2 2026, buying an estimated $32.5M and bringing the position to 1,807,096 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #1975.

UBS Group first reported a position in IBHG in Q3 2021 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

UBS Group held 1,807,096 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $39.9M as of Q2 2026.
UBS Group bought 1,472,206 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $32.5M.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1975 holding.
UBS Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2021 and has held it in 14 quarters since.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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