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 Q2	$1.02M	Buy	43,551 +4,395	+11%	+$103K	﹤0.01%	5714
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 $1.85B AUM 20.23% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

BWFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

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

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

UBS Group's IBHI Position: Q2 2026 in Review

UBS Group increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 43,551 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #5714.

UBS Group first reported a position in IBHI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2025. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

UBS Group held 43,551 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.02M as of Q2 2026.
UBS Group bought 4,395 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $103K.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5714 holding.
UBS Group first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2022 and has held it in 12 quarters since.
UBS Group's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $1.89M in Q4 2025.
94 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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