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
Q2 		$844K Buy
32,723
+30,189
+1,191% +$777K ﹤0.01% 5864
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

UBS Group's IBMT Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 1,191% in Q2 2026, buying an estimated $777K and bringing the position to 32,723 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #5864.

UBS Group first reported a position in IBMT in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • UBS Group held 32,723 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $844K as of Q2 2026.
  • UBS Group bought 30,189 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $777K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5864 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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