UBS Group’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

UBS Group’s Portfolio IBIJ Stock Details IBIJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-53	Closed	-$1.37K	–	10804
2025 Q4	$1.37K	Buy	53 +42	+382%	+$1.1K	﹤0.01%	9607
2025 Q3	$290	Buy	+11	New	+$287	﹤0.01%	9760
2025 Q2	–	Sell	-621	Closed	-$16.2K	–	10520
2025 Q1	$16.2K	Buy	+621	New	+$15.8K	﹤0.01%	8363

Other funds holding IBIJ

FTUS

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

ATI

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

BCPWM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QFA

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

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

UBS Group's IBIJ Position: Q1 2026 in Review

UBS Group sold out of iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) in Q1 2026, closing a stake of 53 shares — an estimated $1.37K sold.

UBS Group first reported a position in IBIJ in Q1 2025 and held it in 3 quarters. The position peaked at $16.2K in Q1 2025. 12 funds tracked by Wall St. Rank hold IBIJ as of Q1 2026.

UBS Group reported no remaining iShares iBonds Oct 2033 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 53 iShares iBonds Oct 2033 Term TIPS ETF shares in Q1 2026, an estimated $1.37K.
UBS Group first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q1 2025 and held it in 3 quarters.
UBS Group's iShares iBonds Oct 2033 Term TIPS ETF position peaked at $16.2K in Q1 2025.
12 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q1 2026.

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