UBS Group
IBID icon

UBS Group’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

UBS Group’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-743
Closed -$19.4K – 10708
2026
Q1 		$19.4K Buy
+743
New +$19.3K ﹤0.01% 7957
2024
Q1 		– Sell
-265
Closed -$6.74K – 9640
2023
Q4 		$6.74K Buy
+265
New +$6.65K ﹤0.01% 7676

Other funds holding IBID

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group's IBID Position: Q2 2026 in Review

UBS Group sold out of iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q2 2026, closing a stake of 743 shares — an estimated $19.4K sold.

UBS Group first reported a position in IBID in Q4 2023 and held it in 2 quarters. The position peaked at $19.4K in Q1 2026. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • UBS Group reported no remaining iShares iBonds Oct 2027 Term TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 743 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $19.4K.
  • UBS Group first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2023 and held it in 2 quarters.
  • UBS Group's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $19.4K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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