UBS Group
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UBS Group’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

UBS Group’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-358
Closed -$9.15K – 10803
2025
Q4 		$9.15K Buy
+358
New +$9.21K ﹤0.01% 8310

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group's IBIC Position: Q1 2026 in Review

UBS Group sold out of iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q1 2026, closing a stake of 358 shares — an estimated $9.15K sold.

UBS Group first reported a position in IBIC in Q4 2025 and held it in 1 quarter. The position peaked at $9.15K in Q4 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • UBS Group reported no remaining iShares iBonds Oct 2026 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 358 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $9.15K.
  • UBS Group first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $9.15K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

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