UBS Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

UBS Group’s Portfolio IBTO Stock Details IBTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.33M	Buy	179,532 +1,108	+0.6%	+$26.8K	﹤0.01%	4332
2026 Q1	$4.35M	Buy	178,424 +7,896	+5%	+$194K	﹤0.01%	4212
2025 Q4	$4.19M	Sell	170,528 -64,449	-27%	-$1.59M	﹤0.01%	4199
2025 Q3	$5.79M	Sell	234,977 -7,713	-3%	-$189K	﹤0.01%	3889
2025 Q2	$5.95M	Sell	242,690 -102,815	-30%	-$2.49M	﹤0.01%	3694
2025 Q1	$8.43M	Sell	345,505 -253,059	-42%	-$6.06M	﹤0.01%	3231
2024 Q4	$14.1M	Buy	598,564 +22,622	+4%	+$547K	﹤0.01%	2698
2024 Q3	$14.5M	Buy	575,942 +2,160	+0.4%	+$53.5K	﹤0.01%	2075
2024 Q2	$13.8M	Sell	573,782 -48,731	-8%	-$1.16M	﹤0.01%	1974
2024 Q1	$15.1M	Buy	622,513 +569,578	+1,076%	+$13.9M	﹤0.01%	1921
2023 Q4	$1.31M	Buy	52,935 +49,794	+1,585%	+$1.18M	﹤0.01%	4243
2023 Q3	$74K	Buy	+3,141	New	+$76.4K	﹤0.01%	6037

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

UBS Group's IBTO Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.62% in Q2 2026, buying an estimated $26.8K and bringing the position to 179,532 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

UBS Group first reported a position in IBTO in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.1M in Q1 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

UBS Group held 179,532 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4.33M as of Q2 2026.
UBS Group bought 1,108 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $26.8K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4332 holding.
UBS Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
UBS Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $15.1M in Q1 2024.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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