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

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

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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. 50 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.
50 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.