UBS Group
IBMR icon

UBS Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

UBS Group’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Buy
233,264
+9,136
+4% +$232K ﹤0.01% 3981
2026
Q1 		$5.68M Sell
224,128
-74,417
-25% -$1.9M ﹤0.01% 3943
2025
Q4 		$7.59M Sell
298,545
-15,216
-5% -$387K ﹤0.01% 3593
2025
Q3 		$8.01M Sell
313,761
-2,350
-0.7% -$59.7K ﹤0.01% 3538
2025
Q2 		$7.98M Sell
316,111
-23,204
-7% -$579K ﹤0.01% 3344
2025
Q1 		$8.5M Buy
339,315
+84,113
+33% +$2.11M ﹤0.01% 3225
2024
Q4 		$6.37M Buy
255,202
+148,229
+139% +$3.73M ﹤0.01% 3556
2024
Q3 		$2.73M Buy
106,973
+15,880
+17% +$400K ﹤0.01% 3687
2024
Q2 		$2.26M Buy
91,093
+24,711
+37% +$615K ﹤0.01% 3647
2024
Q1 		$1.68M Buy
66,382
+65,181
+5,427% +$1.66M ﹤0.01% 4111
2023
Q4 		$30.7K Buy
+1,201
New +$29.4K ﹤0.01% 6832

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group's IBMR Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 4.1% in Q2 2026, buying an estimated $232K and bringing the position to 233,264 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

UBS Group first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.5M in Q1 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • UBS Group held 233,264 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $5.92M as of Q2 2026.
  • UBS Group bought 9,136 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $232K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3981 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • UBS Group's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $8.5M in Q1 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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