UBS Group
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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
Q2 		$22.2M Sell
976,161
-19,549
-2% -$445K ﹤0.01% 2577
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 $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

UBS Group's IBTM Position: Q2 2026 in Review

UBS Group reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2% in Q2 2026, selling an estimated $445K and leaving 976,161 shares worth $22.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

UBS Group first reported a position in IBTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.4M in Q1 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • UBS Group held 976,161 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $22.2M as of Q2 2026.
  • UBS Group sold 19,549 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $445K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2577 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • UBS Group's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $37.4M in Q1 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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