UBS Group
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UBS Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

UBS Group’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8M Sell
1,477,091
-129,565
-8% -$2.96M ﹤0.01% 2133
2026
Q1 		$36.8M Buy
1,606,656
+20,832
+1% +$477K 0.01% 1952
2025
Q4 		$36.3M Buy
1,585,824
+82,637
+5% +$1.89M 0.01% 1976
2025
Q3 		$34.5M Sell
1,503,187
-10,674
-0.7% -$244K 0.01% 1999
2025
Q2 		$34.7M Sell
1,513,861
-65,190
-4% -$1.49M 0.01% 1851
2025
Q1 		$36.2M Buy
1,579,051
+406,795
+35% +$9.29M 0.01% 1767
2024
Q4 		$26.7M Buy
1,172,256
+71,950
+7% +$1.64M ﹤0.01% 2024
2024
Q3 		$25.4M Buy
1,100,306
+152,301
+16% +$3.49M 0.01% 1639
2024
Q2 		$21.5M Buy
948,005
+71,705
+8% +$1.62M 0.01% 1619
2024
Q1 		$19.9M Buy
876,300
+196,791
+29% +$4.48M 0.01% 1690
2023
Q4 		$15.5M Buy
679,509
+294,621
+77% +$6.65M ﹤0.01% 1765
2023
Q3 		$8.65M Buy
384,888
+32,101
+9% +$724K ﹤0.01% 2095
2023
Q2 		$7.99M Buy
352,787
+61,815
+21% +$1.42M ﹤0.01% 2148
2023
Q1 		$6.72M Buy
290,972
+221,262
+317% +$5.06M ﹤0.01% 2238
2022
Q4 		$1.58M Buy
69,710
+57,295
+461% +$1.3M ﹤0.01% 3617
2022
Q3 		$281K Sell
12,415
-140
-1% -$3.27K ﹤0.01% 4825
2022
Q2 		$296K Buy
+12,555
New +$296K ﹤0.01% 4633
2022
Q1 		– Sell
-4,171
Closed -$105K – 10526
2021
Q4 		$105K Buy
4,171
+2,273
+120% +$57.6K ﹤0.01% 6274
2021
Q3 		$49K Buy
1,898
+326
+21% +$8.39K ﹤0.01% 6347
2021
Q2 		$40K Buy
+1,572
New +$40.3K ﹤0.01% 6632

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group's IBTG Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.1% in Q2 2026, selling an estimated $2.96M and leaving 1,477,091 shares worth $33.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

UBS Group first reported a position in IBTG in Q2 2021 and has held it in 20 quarters since. The position peaked at $36.8M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • UBS Group held 1,477,091 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $33.8M as of Q2 2026.
  • UBS Group sold 129,565 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.96M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2133 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $36.8M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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