Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
UBS Group’s
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
Stock Holding History
UBS Group’s Portfolio
IBTM Stock Details
IBTM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$22.8M
Buy
995,710
+40,546
+4%
+$936K
﹤0.01%
2442
2025
Q4
$22M
Buy
955,164
+124,678
+15%
+$2.89M
﹤0.01%
2502
2025
Q3
$19.2M
Buy
830,486
+22,701
+3%
+$522K
﹤0.01%
2611
2025
Q2
$18.6M
Sell
807,785
-827,881
-51%
-$18.8M
﹤0.01%
2439
2025
Q1
$37.4M
Buy
1,635,666
+40,772
+3%
+$915K
0.01%
1735
2024
Q4
$35.4M
Buy
1,594,894
+156,981
+11%
+$3.55M
0.01%
1773
2024
Q3
$33.8M
Buy
1,437,913
+12,638
+0.9%
+$292K
0.01%
1427
2024
Q2
$32M
Sell
1,425,275
-36,441
-2%
-$811K
0.01%
1339
2024
Q1
$33.1M
Buy
1,461,716
+308,982
+27%
+$7.02M
0.01%
1323
2023
Q4
$26.6M
Buy
1,152,734
+57,965
+5%
+$1.29M
0.01%
1388
2023
Q3
$24.1M
Buy
1,094,769
+995,440
+1,002%
+$22.6M
0.01%
1344
2023
Q2
$2.31M
Buy
99,329
+9,428
+10%
+$223K
﹤0.01%
3385
2023
Q1
$2.15M
Buy
89,901
+89,817
+106,925%
+$2.12M
﹤0.01%
3351
2022
Q4
$1.94K
Buy
+84
New
+$1.94K
﹤0.01%
9764
Other funds holding IBTM
KF
Krilogy Financial
St. Louis, Missouri
$3.1B AUM
20.67%
1-Year Est. Return
PPW
Parcion Private Wealth
Bellevue, Washington
$1.61B AUM
31.08%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CIM
Confluence Investment Management
St. Louis, Missouri
$6.4B AUM
9.79%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
SCA
Snowden Capital Advisors
New York
$3.76B AUM
23.4%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close