UBS Group
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UBS Group’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

UBS Group’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-636
Closed -$16.8K – 10822
2025
Q3 		$16.8K Buy
+636
New +$16.7K ﹤0.01% 8269
2024
Q4 		– Sell
-9
Closed -$235 – 10137
2024
Q3 		$235 Buy
+9
New +$231 ﹤0.01% 9046
2024
Q2 		– Sell
-43
Closed -$1.1K – 9763
2024
Q1 		$1.1K Buy
+43
New +$1.09K ﹤0.01% 8230

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's IBIE Position: Q4 2025 in Review

UBS Group sold out of iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q4 2025, closing a stake of 636 shares — an estimated $16.8K sold.

UBS Group first reported a position in IBIE in Q1 2024 and held it in 3 quarters. The position peaked at $16.8K in Q3 2025. 26 funds tracked by Wall St. Rank hold IBIE as of Q4 2025.

  • UBS Group reported no remaining iShares iBonds Oct 2028 Term TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 636 iShares iBonds Oct 2028 Term TIPS ETF shares in Q4 2025, an estimated $16.8K.
  • UBS Group first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q1 2024 and held it in 3 quarters.
  • UBS Group's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $16.8K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.