UBS Group’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

UBS Group’s Portfolio IBHH Stock Details IBHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Buy	64,822 +5,466	+9%	+$128K	﹤0.01%	5353
2026 Q1	$1.39M	Buy	59,356 +679	+1%	+$16K	﹤0.01%	5280
2025 Q4	$1.39M	Buy	58,677 +12,291	+26%	+$291K	﹤0.01%	5292
2025 Q3	$1.11M	Buy	46,386 +638	+1%	+$15.1K	﹤0.01%	5489
2025 Q2	$1.09M	Sell	45,748 -30,996	-40%	-$722K	﹤0.01%	5389
2025 Q1	$1.79M	Buy	76,744 +55,509	+261%	+$1.31M	﹤0.01%	4803
2024 Q4	$496K	Buy	+21,235	New	+$500K	﹤0.01%	5838
2023 Q2	–	Sell	-248	Closed	-$5.64K	–	9217
2023 Q1	$5.64K	Buy	+248	New	+$5.59K	﹤0.01%	8008

Other funds holding IBHH

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

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

UBS Group's IBHH Position: Q2 2026 in Review

UBS Group increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 9.2% in Q2 2026, buying an estimated $128K and bringing the position to 64,822 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #5353.

UBS Group first reported a position in IBHH in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.79M in Q1 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

UBS Group held 64,822 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.52M as of Q2 2026.
UBS Group bought 5,466 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $128K.
iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5353 holding.
UBS Group first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2023 and has held it in 8 quarters since.
UBS Group's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $1.79M in Q1 2025.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

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