UBS Group
IBHK

UBS Group’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

UBS Group’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62K Buy
+103
New +$2.66K ﹤0.01% 9230
2025
Q4 		– Sell
-4
Closed -$104 – 11335
2025
Q3 		$104 Buy
+4
New +$103 ﹤0.01% 9913
2025
Q1 		– Sell
-362
Closed -$9.16K – 10825
2024
Q4 		$9.16K Buy
+362
New +$9.3K ﹤0.01% 8370

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

UBS Group's IBHK Position: Q1 2026 in Review

UBS Group opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q1 2026: 103 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #9230 among its holdings. This is a return to the name: UBS Group previously reported a position in IBHK as recently as Q3 2025.

UBS Group first reported a position in IBHK in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.16K in Q4 2024. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • UBS Group held 103 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $2.62K as of Q1 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF was a new UBS Group position in Q1 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9230 holding.
  • UBS Group first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and has held it in 3 quarters since.
  • UBS Group's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $9.16K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

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