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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group's IBID Position: Q1 2026 in Review

UBS Group opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2026: 743 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #7957 among its holdings. This is a return to the name: UBS Group previously reported a position in IBID as recently as Q4 2023.

UBS Group first reported a position in IBID in Q4 2023 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • UBS Group held 743 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $19.4K as of Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF was a new UBS Group position in Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7957 holding.
  • UBS Group first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2023 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

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