UBS Group
IBTL icon

UBS Group’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

UBS Group’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Buy
224,307
+13,578
+6% +$275K ﹤0.01% 4265
2026
Q1 		$4.3M Buy
210,729
+10,981
+5% +$225K ﹤0.01% 4228
2025
Q4 		$4.1M Sell
199,748
-89,096
-31% -$1.84M ﹤0.01% 4226
2025
Q3 		$5.94M Buy
288,844
+6,734
+2% +$138K ﹤0.01% 3859
2025
Q2 		$5.78M Sell
282,110
-1,286
-0.5% -$26K ﹤0.01% 3721
2025
Q1 		$5.76M Buy
283,396
+2,407
+0.9% +$48.1K ﹤0.01% 3644
2024
Q4 		$5.56M Buy
280,989
+3,053
+1% +$61.5K ﹤0.01% 3720
2024
Q3 		$5.79M Buy
277,936
+6,580
+2% +$135K ﹤0.01% 2926
2024
Q2 		$5.42M Buy
271,356
+23,178
+9% +$459K ﹤0.01% 2796
2024
Q1 		$5M Buy
248,178
+130,170
+110% +$2.63M ﹤0.01% 2973
2023
Q4 		$2.42M Buy
118,008
+4,963
+4% +$98K ﹤0.01% 3601
2023
Q3 		$2.21M Buy
113,045
+1,796
+2% +$36.1K ﹤0.01% 3349
2023
Q2 		$2.29M Buy
111,249
+11,047
+11% +$232K ﹤0.01% 3396
2023
Q1 		$2.12M Buy
100,202
+99,931
+36,875% +$2.08M ﹤0.01% 3372
2022
Q4 		$5.54K Sell
271
-354
-57% -$7.25K ﹤0.01% 9164
2022
Q3 		$13K Sell
625
-2,838
-82% -$61.6K ﹤0.01% 8036
2022
Q2 		$76K Buy
3,463
+2,739
+378% +$60K ﹤0.01% 5622
2022
Q1 		$17K Buy
+724
New +$17.3K ﹤0.01% 7652

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group's IBTL Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.4% in Q2 2026, buying an estimated $275K and bringing the position to 224,307 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

UBS Group first reported a position in IBTL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.94M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • UBS Group held 224,307 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.53M as of Q2 2026.
  • UBS Group bought 13,578 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $275K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4265 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • UBS Group's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $5.94M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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