UBS Group
IBMS

UBS Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

UBS Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
103,453
+42,688
+70% +$1.1M ﹤0.01% 4828
2026
Q1 		$1.57M Buy
60,765
+21,017
+53% +$550K ﹤0.01% 5189
2025
Q4 		$1.04M Buy
39,748
+28,469
+252% +$741K ﹤0.01% 5538
2025
Q3 		$294K Buy
+11,279
New +$292K ﹤0.01% 6447

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

UBS Group's IBMS Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 70% in Q2 2026, buying an estimated $1.1M and bringing the position to 103,453 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #4828.

UBS Group first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • UBS Group held 103,453 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.68M as of Q2 2026.
  • UBS Group bought 42,688 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4828 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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