UBS Group
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UBS Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

UBS Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
436,913
+40,479
+10% +$1.03M ﹤0.01% 3322
2026
Q1 		$10.1M Buy
396,434
+42,745
+12% +$1.1M ﹤0.01% 3335
2025
Q4 		$9.05M Buy
353,689
+6,348
+2% +$162K ﹤0.01% 3397
2025
Q3 		$8.91M Buy
347,341
+12,246
+4% +$313K ﹤0.01% 3428
2025
Q2 		$8.51M Sell
335,095
-29,249
-8% -$737K ﹤0.01% 3256
2025
Q1 		$9.21M Buy
364,344
+7,491
+2% +$189K ﹤0.01% 3121
2024
Q4 		$8.99M Sell
356,853
-14,449
-4% -$366K ﹤0.01% 3177
2024
Q3 		$9.52M Buy
371,302
+5,351
+1% +$136K ﹤0.01% 2417
2024
Q2 		$9.16M Buy
365,951
+50,486
+16% +$1.26M ﹤0.01% 2280
2024
Q1 		$7.97M Buy
315,465
+55,246
+21% +$1.4M ﹤0.01% 2482
2023
Q4 		$6.66M Buy
260,219
+101,257
+64% +$2.52M ﹤0.01% 2462
2023
Q3 		$3.88M Sell
158,962
-11,227
-7% -$280K ﹤0.01% 2821
2023
Q2 		$4.28M Buy
170,189
+5,614
+3% +$142K ﹤0.01% 2749
2023
Q1 		$4.21M Buy
164,575
+26,984
+20% +$685K ﹤0.01% 2679
2022
Q4 		$3.45M Buy
137,591
+25,431
+23% +$628K ﹤0.01% 2844
2022
Q3 		$2.71M Buy
112,160
+11,610
+12% +$292K ﹤0.01% 2883
2022
Q2 		$2.52M Buy
100,550
+50,149
+100% +$1.25M ﹤0.01% 2948
2022
Q1 		$1.28M Buy
50,401
+7,652
+18% +$201K ﹤0.01% 3855
2021
Q4 		$1.17M Sell
42,749
-4,727
-10% -$129K ﹤0.01% 4250
2021
Q3 		$1.29M Sell
47,476
-4,343
-8% -$119K ﹤0.01% 3964
2021
Q2 		$1.42M Buy
51,819
+36,196
+232% +$991K ﹤0.01% 3880
2021
Q1 		$424K Buy
15,623
+12,763
+446% +$350K ﹤0.01% 4999
2020
Q4 		$79K Sell
2,860
-9,417
-77% -$258K ﹤0.01% 5845
2020
Q3 		$335K Buy
12,277
+780
+7% +$21.4K ﹤0.01% 4465
2020
Q2 		$311K Sell
11,497
-5,911
-34% -$157K ﹤0.01% 4490
2020
Q1 		$456K Buy
17,408
+2,446
+16% +$64.4K ﹤0.01% 4056
2019
Q4 		$391K Buy
+14,962
New +$391K ﹤0.01% 5057

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group's IBMQ Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 10% in Q2 2026, buying an estimated $1.03M and bringing the position to 436,913 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

UBS Group first reported a position in IBMQ in Q4 2019 and has held it in 27 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • UBS Group held 436,913 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $11.2M as of Q2 2026.
  • UBS Group bought 40,479 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.03M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3322 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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