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
Q2 		– Sell
-103
Closed -$2.62K – 11188
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 $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's IBHK Position: Q2 2026 in Review

UBS Group sold out of iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026, closing a stake of 103 shares — an estimated $2.62K sold.

UBS Group first reported a position in IBHK in Q4 2024 and held it in 3 quarters. The position peaked at $9.16K in Q4 2024. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • UBS Group reported no remaining iShares iBonds 2031 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 103 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.62K.
  • UBS Group first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $9.16K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

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