UBS Group
IBTH icon

UBS Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

UBS Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9M Sell
1,694,910
-4,717
-0.3% -$106K ﹤0.01% 2025
2026
Q1 		$38.1M Buy
1,699,627
+416,994
+33% +$9.37M 0.01% 1915
2025
Q4 		$28.8M Buy
1,282,633
+152,290
+13% +$3.42M ﹤0.01% 2213
2025
Q3 		$25.5M Buy
1,130,343
+31,992
+3% +$718K ﹤0.01% 2305
2025
Q2 		$24.7M Buy
1,098,351
+16,435
+2% +$368K ﹤0.01% 2154
2025
Q1 		$24.3M Buy
1,081,916
+237,381
+28% +$5.29M ﹤0.01% 2152
2024
Q4 		$18.7M Buy
844,535
+290,136
+52% +$6.47M ﹤0.01% 2397
2024
Q3 		$12.5M Buy
554,399
+52,228
+10% +$1.17M ﹤0.01% 2166
2024
Q2 		$11.1M Sell
502,171
-92,060
-15% -$2.02M ﹤0.01% 2131
2024
Q1 		$13.2M Buy
594,231
+116,778
+24% +$2.6M ﹤0.01% 2039
2023
Q4 		$10.7M Buy
477,453
+255,329
+115% +$5.61M ﹤0.01% 2035
2023
Q3 		$4.85M Buy
222,124
+9,561
+4% +$210K ﹤0.01% 2597
2023
Q2 		$4.71M Buy
212,563
+36,062
+20% +$812K ﹤0.01% 2654
2023
Q1 		$4M Buy
176,501
+119,905
+212% +$2.69M ﹤0.01% 2733
2022
Q4 		$1.26M Buy
+56,596
New +$1.26M ﹤0.01% 3857
2021
Q4 		– Sell
-1,735
Closed -$44K – 10453
2021
Q3 		$44K Buy
+1,735
New +$44.5K ﹤0.01% 6441
2021
Q2 		– Sell
-2,237
Closed -$56K – 9563
2021
Q1 		$56K Buy
+2,237
New +$57.6K ﹤0.01% 6425

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's IBTH Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.28% in Q2 2026, selling an estimated $106K and leaving 1,694,910 shares worth $37.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

UBS Group first reported a position in IBTH in Q1 2021 and has held it in 17 quarters since. The position peaked at $38.1M in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • UBS Group held 1,694,910 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $37.9M as of Q2 2026.
  • UBS Group sold 4,717 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $106K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2025 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2021 and has held it in 17 quarters since.
  • UBS Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $38.1M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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