UBS Group’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

UBS Group’s Portfolio IBIH Stock Details IBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,001	Closed	-$26.4K	–	10574
2025 Q2	$26.4K	Buy	+1,001	New	+$26K	﹤0.01%	8257
2024 Q4	–	Sell	-1	Closed	-$26	–	10138
2024 Q3	$26	Sell	1 -3	-75%	-$78	﹤0.01%	9289
2024 Q2	$103	Buy	+4	New	+$102	﹤0.01%	9156

Other funds holding IBIH

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's IBIH Position: Q3 2025 in Review

UBS Group sold out of iShares iBonds Oct 2031 Term TIPS ETF (IBIH) in Q3 2025, closing a stake of 1,001 shares — an estimated $26.4K sold.

UBS Group first reported a position in IBIH in Q2 2024 and held it in 3 quarters. The position peaked at $26.4K in Q2 2025. 12 funds tracked by Wall St. Rank hold IBIH as of Q3 2025.

UBS Group reported no remaining iShares iBonds Oct 2031 Term TIPS ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 1,001 iShares iBonds Oct 2031 Term TIPS ETF shares in Q3 2025, an estimated $26.4K.
UBS Group first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q2 2024 and held it in 3 quarters.
UBS Group's iShares iBonds Oct 2031 Term TIPS ETF position peaked at $26.4K in Q2 2025.
12 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.