UBS Group
IBTO icon

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
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

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's IBTO Position: Q1 2026 in Review

UBS Group increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4.6% in Q1 2026, buying an estimated $194K and bringing the position to 178,424 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

UBS Group first reported a position in IBTO in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.1M in Q1 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • UBS Group held 178,424 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4.35M as of Q1 2026.
  • UBS Group bought 7,896 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $194K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4212 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • UBS Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $15.1M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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