UBS Group
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UBS Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

UBS Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6M Sell
1,381,039
-29,336
-2% -$651K ﹤0.01% 2247
2026
Q1 		$31.4M Buy
1,410,375
+387,797
+38% +$8.67M ﹤0.01% 2115
2025
Q4 		$22.9M Buy
1,022,578
+128,646
+14% +$2.88M ﹤0.01% 2462
2025
Q3 		$20M Buy
893,932
+91,303
+11% +$2.04M ﹤0.01% 2564
2025
Q2 		$17.9M Buy
802,629
+18,100
+2% +$402K ﹤0.01% 2480
2025
Q1 		$17.5M Buy
784,529
+107,805
+16% +$2.37M ﹤0.01% 2482
2024
Q4 		$14.8M Buy
676,724
+236,246
+54% +$5.21M ﹤0.01% 2657
2024
Q3 		$9.91M Buy
440,478
+70,136
+19% +$1.56M ﹤0.01% 2375
2024
Q2 		$8.08M Buy
370,342
+44,464
+14% +$965K ﹤0.01% 2410
2024
Q1 		$7.15M Buy
325,878
+195,469
+150% +$4.3M ﹤0.01% 2586
2023
Q4 		$2.9M Buy
130,409
+10,363
+9% +$225K ﹤0.01% 3413
2023
Q3 		$2.59M Sell
120,046
-10,848
-8% -$236K ﹤0.01% 3196
2023
Q2 		$2.88M Buy
130,894
+36,869
+39% +$825K ﹤0.01% 3161
2023
Q1 		$2.11M Buy
94,025
+91,730
+3,997% +$2.04M ﹤0.01% 3375
2022
Q4 		$50.4K Buy
+2,295
New +$50.3K ﹤0.01% 6767
2022
Q3 		– Sell
-635
Closed -$15K – 10598
2022
Q2 		$15K Sell
635
-1,157
-65% -$26.6K ﹤0.01% 7293
2022
Q1 		$43K Sell
1,792
-154
-8% -$3.76K ﹤0.01% 6642
2021
Q4 		$49K Buy
1,946
+993
+104% +$25K ﹤0.01% 6907
2021
Q3 		$24K Sell
953
-37
-4% -$950 ﹤0.01% 6965
2021
Q2 		$25K Buy
990
+475
+92% +$12K ﹤0.01% 7106
2021
Q1 		$13K Buy
+515
New +$13.2K ﹤0.01% 7734
2020
Q4 		– Sell
-1,213
Closed -$32K – 8545
2020
Q3 		$32K Buy
+1,213
New +$32.3K ﹤0.01% 5949

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group's IBTI Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.1% in Q2 2026, selling an estimated $651K and leaving 1,381,039 shares worth $30.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

UBS Group first reported a position in IBTI in Q3 2020 and has held it in 22 quarters since. The position peaked at $31.4M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • UBS Group held 1,381,039 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $30.6M as of Q2 2026.
  • UBS Group sold 29,336 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $651K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2247 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2020 and has held it in 22 quarters since.
  • UBS Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $31.4M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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