UBS Group
IBMP icon

UBS Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

UBS Group’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
413,349
+37,568
+10% +$954K ﹤0.01% 3383
2026
Q1 		$9.56M Buy
375,781
+22,921
+6% +$584K ﹤0.01% 3406
2025
Q4 		$8.96M Sell
352,860
-27,330
-7% -$694K ﹤0.01% 3407
2025
Q3 		$9.69M Sell
380,190
-13,327
-3% -$339K ﹤0.01% 3323
2025
Q2 		$9.98M Sell
393,517
-17,596
-4% -$443K ﹤0.01% 3083
2025
Q1 		$10.4M Sell
411,113
-369
-0.1% -$9.31K ﹤0.01% 2997
2024
Q4 		$10.3M Sell
411,482
-52,101
-11% -$1.32M ﹤0.01% 3004
2024
Q3 		$11.8M Buy
463,583
+36,651
+9% +$926K ﹤0.01% 2216
2024
Q2 		$10.7M Buy
426,932
+54,701
+15% +$1.37M ﹤0.01% 2163
2024
Q1 		$9.37M Buy
372,231
+20,434
+6% +$516K ﹤0.01% 2331
2023
Q4 		$8.94M Buy
351,797
+84,509
+32% +$2.1M ﹤0.01% 2196
2023
Q3 		$6.54M Buy
267,288
+14,560
+6% +$362K ﹤0.01% 2326
2023
Q2 		$6.33M Sell
252,728
-453
-0.2% -$11.4K ﹤0.01% 2354
2023
Q1 		$6.45M Sell
253,181
-5,356
-2% -$136K ﹤0.01% 2277
2022
Q4 		$6.48M Buy
258,537
+85,094
+49% +$2.11M ﹤0.01% 2249
2022
Q3 		$4.23M Buy
173,443
+18,673
+12% +$471K ﹤0.01% 2507
2022
Q2 		$3.9M Buy
154,770
+66,754
+76% +$1.67M ﹤0.01% 2584
2022
Q1 		$2.24M Buy
88,016
+42,022
+91% +$1.1M ﹤0.01% 3328
2021
Q4 		$1.24M Buy
45,994
+4,211
+10% +$114K ﹤0.01% 4192
2021
Q3 		$1.13M Buy
41,783
+1,334
+3% +$36.3K ﹤0.01% 4090
2021
Q2 		$1.1M Buy
40,449
+5,876
+17% +$159K ﹤0.01% 4104
2021
Q1 		$931K Buy
34,573
+13,777
+66% +$374K ﹤0.01% 4330
2020
Q4 		$568K Buy
20,796
+3,840
+23% +$104K ﹤0.01% 4503
2020
Q3 		$459K Sell
16,956
-570
-3% -$15.5K ﹤0.01% 4262
2020
Q2 		$470K Buy
17,526
+8,679
+98% +$229K ﹤0.01% 4193
2020
Q1 		$231K Buy
8,847
+3,027
+52% +$79.2K ﹤0.01% 4608
2019
Q4 		$151K Buy
+5,820
New +$151K ﹤0.01% 5773

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's IBMP Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 10% in Q2 2026, buying an estimated $954K and bringing the position to 413,349 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

UBS Group first reported a position in IBMP in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.8M in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • UBS Group held 413,349 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $10.5M as of Q2 2026.
  • UBS Group bought 37,568 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $954K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3383 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • UBS Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $11.8M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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