UBS Group
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UBS Group’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

UBS Group’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.09K Buy
346
+283
+449% +$7.46K ﹤0.01% 8624
2026
Q1 		$1.65K Buy
+63
New +$1.65K ﹤0.01% 9469
2024
Q4 		– Sell
-628
Closed -$16.5K – 10139
2024
Q3 		$16.5K Buy
+628
New +$16.2K ﹤0.01% 7475

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

UBS Group's IBIG Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 449% in Q2 2026, buying an estimated $7.46K and bringing the position to 346 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #8624.

UBS Group first reported a position in IBIG in Q3 2024 and has held it in 3 quarters since. The position peaked at $16.5K in Q3 2024. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • UBS Group held 346 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $9.09K as of Q2 2026.
  • UBS Group bought 283 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $7.46K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8624 holding.
  • UBS Group first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q3 2024 and has held it in 3 quarters since.
  • UBS Group's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $16.5K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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