UBS Group
IBMT

UBS Group’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

UBS Group’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65K Buy
+2,534
New +$66.1K ﹤0.01% 7228
2025
Q4 		– Sell
-85
Closed -$2.2K – 11500
2025
Q3 		$2.2K Buy
+85
New +$2.18K ﹤0.01% 9206

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

UBS Group's IBMT Position: Q1 2026 in Review

UBS Group opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q1 2026: 2,534 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #7228 among its holdings. This is a return to the name: UBS Group previously reported a position in IBMT as recently as Q3 2025.

UBS Group first reported a position in IBMT in Q3 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • UBS Group held 2,534 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $65K as of Q1 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new UBS Group position in Q1 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7228 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.