UBS Group
IBHJ icon

UBS Group’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

UBS Group’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48,095
Closed -$1.28M – 10802
2025
Q4 		$1.28M Buy
+48,095
New +$1.28M ﹤0.01% 5373
2025
Q2 		– Sell
-67
Closed -$1.75K – 10519
2025
Q1 		$1.75K Sell
67
-57
-46% -$1.5K ﹤0.01% 9450
2024
Q4 		$3.23K Buy
+124
New +$3.28K ﹤0.01% 8909
2024
Q1 		– Sell
-147
Closed -$3.82K – 9639
2023
Q4 		$3.82K Buy
+147
New +$3.67K ﹤0.01% 7927

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group's IBHJ Position: Q1 2026 in Review

UBS Group sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q1 2026, closing a stake of 48,095 shares — an estimated $1.28M sold.

UBS Group first reported a position in IBHJ in Q4 2023 and held it in 4 quarters. The position peaked at $1.28M in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • UBS Group reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 48,095 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.28M.
  • UBS Group first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • UBS Group's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $1.28M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.