UBS Group
IBTJ icon

UBS Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

UBS Group’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20M Sell
915,521
-117,424
-11% -$2.58M ﹤0.01% 2584
2025
Q4 		$22.7M Buy
1,032,945
+84,609
+9% +$1.86M ﹤0.01% 2468
2025
Q3 		$20.8M Buy
948,336
+26,149
+3% +$572K ﹤0.01% 2513
2025
Q2 		$20.2M Buy
922,187
+136,270
+17% +$2.96M ﹤0.01% 2345
2025
Q1 		$17.1M Buy
785,917
+40,481
+5% +$870K ﹤0.01% 2505
2024
Q4 		$15.9M Buy
745,436
+180,305
+32% +$3.89M ﹤0.01% 2581
2024
Q3 		$12.5M Buy
565,131
+303,316
+116% +$6.63M ﹤0.01% 2169
2024
Q2 		$5.59M Buy
261,815
+13,610
+5% +$289K ﹤0.01% 2760
2024
Q1 		$5.34M Buy
248,205
+104,341
+73% +$2.25M ﹤0.01% 2902
2023
Q4 		$3.13M Buy
143,864
+37,360
+35% +$790K ﹤0.01% 3313
2023
Q3 		$2.24M Buy
106,504
+1,293
+1% +$27.6K ﹤0.01% 3336
2023
Q2 		$2.28M Buy
105,211
+9,798
+10% +$216K ﹤0.01% 3399
2023
Q1 		$2.12M Buy
95,413
+95,087
+29,168% +$2.08M ﹤0.01% 3374
2022
Q4 		$7.04K Sell
326
-520
-61% -$11.2K ﹤0.01% 8949
2022
Q3 		$18K Sell
846
-809
-49% -$18.3K ﹤0.01% 7522
2022
Q2 		$38K Sell
1,655
-546
-25% -$12.4K ﹤0.01% 6138
2022
Q1 		$52K Buy
+2,201
New +$53.5K ﹤0.01% 6456
2021
Q4 		– Sell
-338
Closed -$9K – 10454
2021
Q3 		$9K Buy
+338
New +$8.62K ﹤0.01% 8091
2020
Q3 		– Sell
-9
Closed – – 8183
2020
Q2 		$0 Buy
+9
New +$239 ﹤0.01% 8127

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's IBTJ Position: Q1 2026 in Review

UBS Group reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 11% in Q1 2026, selling an estimated $2.58M and leaving 915,521 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

UBS Group first reported a position in IBTJ in Q2 2020 and has held it in 19 quarters since. The position peaked at $22.7M in Q4 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • UBS Group held 915,521 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $20M as of Q1 2026.
  • UBS Group sold 117,424 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $2.58M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2584 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2020 and has held it in 19 quarters since.
  • UBS Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $22.7M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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