UBS Group
IBHI icon

UBS Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

UBS Group’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$912K Sell
39,156
-40,795
-51% -$959K ﹤0.01% 5621
2025
Q4 		$1.89M Buy
79,951
+58,915
+280% +$1.39M ﹤0.01% 5033
2025
Q3 		$502K Buy
21,036
+3,946
+23% +$93.3K ﹤0.01% 6095
2025
Q2 		$405K Sell
17,090
-34,875
-67% -$806K ﹤0.01% 6190
2025
Q1 		$1.21M Buy
51,965
+41,365
+390% +$974K ﹤0.01% 5123
2024
Q4 		$249K Buy
+10,600
New +$251K ﹤0.01% 6321
2024
Q2 		– Sell
-807
Closed -$18.9K – 9762
2024
Q1 		$18.9K Buy
807
+52
+7% +$1.2K ﹤0.01% 6951
2023
Q4 		$17.5K Buy
755
+658
+678% +$14.6K ﹤0.01% 7184
2023
Q3 		$2.12K Buy
+97
New +$2.14K ﹤0.01% 7764
2023
Q2 		– Sell
-200
Closed -$4.49K – 9218
2023
Q1 		$4.49K Sell
200
-528
-73% -$11.7K ﹤0.01% 8182
2022
Q4 		$15.8K Buy
+728
New +$15.9K ﹤0.01% 7948

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return