UBS Group
IBHG icon

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
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 $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return