UBS Group
IBMO icon

UBS Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

UBS Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8M Sell
312,081
-69,227
-18% -$1.77M ﹤0.01% 3695
2026
Q1 		$9.77M Sell
381,308
-40,138
-10% -$1.03M ﹤0.01% 3377
2025
Q4 		$10.8M Sell
421,446
-19,592
-4% -$502K ﹤0.01% 3210
2025
Q3 		$11.3M Sell
441,038
-6,431
-1% -$165K ﹤0.01% 3159
2025
Q2 		$11.5M Sell
447,469
-21,451
-5% -$547K ﹤0.01% 2944
2025
Q1 		$12M Sell
468,920
-184,787
-28% -$4.72M ﹤0.01% 2851
2024
Q4 		$16.6M Sell
653,707
-98,341
-13% -$2.51M ﹤0.01% 2526
2024
Q3 		$19.3M Buy
752,048
+22,210
+3% +$567K ﹤0.01% 1861
2024
Q2 		$18.5M Buy
729,838
+70,868
+11% +$1.79M ﹤0.01% 1750
2024
Q1 		$16.7M Buy
658,970
+256,668
+64% +$6.53M ﹤0.01% 1839
2023
Q4 		$10.3M Buy
402,302
+109,769
+38% +$2.75M ﹤0.01% 2075
2023
Q3 		$7.26M Buy
292,533
+39,813
+16% +$998K ﹤0.01% 2238
2023
Q2 		$6.36M Buy
252,720
+12,143
+5% +$307K ﹤0.01% 2348
2023
Q1 		$6.14M Sell
240,577
-48,337
-17% -$1.23M ﹤0.01% 2322
2022
Q4 		$7.28M Sell
288,914
-167,866
-37% -$4.19M ﹤0.01% 2155
2022
Q3 		$11.3M Buy
456,780
+40,754
+10% +$1.03M ﹤0.01% 1689
2022
Q2 		$10.5M Buy
416,026
+327,883
+372% +$8.26M ﹤0.01% 1778
2022
Q1 		$2.25M Sell
88,143
-117,348
-57% -$3.07M ﹤0.01% 3324
2021
Q4 		$5.52M Buy
205,491
+4,338
+2% +$116K ﹤0.01% 2717
2021
Q3 		$5.41M Sell
201,153
-2,609
-1% -$70.6K ﹤0.01% 2588
2021
Q2 		$5.5M Buy
203,762
+166,358
+445% +$4.48M ﹤0.01% 2577
2021
Q1 		$1M Buy
37,404
+8,444
+29% +$228K ﹤0.01% 4240
2020
Q4 		$784K Buy
28,960
+4,489
+18% +$121K ﹤0.01% 4215
2020
Q3 		$659K Buy
24,471
+4,062
+20% +$109K ﹤0.01% 3962
2020
Q2 		$544K Buy
20,409
+7,227
+55% +$190K ﹤0.01% 4061
2020
Q1 		$340K Buy
13,182
+7,360
+126% +$192K ﹤0.01% 4307
2019
Q4 		$151K Buy
+5,822
New +$151K ﹤0.01% 5772

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's IBMO Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 18% in Q2 2026, selling an estimated $1.77M and leaving 312,081 shares worth $8M. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

UBS Group first reported a position in IBMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.3M in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • UBS Group held 312,081 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $8M as of Q2 2026.
  • UBS Group sold 69,227 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $1.77M.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3695 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • UBS Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $19.3M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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