UBS Group
IBTQ

UBS Group’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

UBS Group’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42M Buy
136,155
+1,525
+1% +$38.3K ﹤0.01% 4571
2026
Q1 		$3.41M Buy
134,630
+121,806
+950% +$3.1M ﹤0.01% 4459
2025
Q4 		$327K Buy
12,824
+12,584
+5,243% +$323K ﹤0.01% 6309
2025
Q3 		$6.13K Buy
+240
New +$6.06K ﹤0.01% 8803

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

UBS Group's IBTQ Position: Q2 2026 in Review

UBS Group increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 1.1% in Q2 2026, buying an estimated $38.3K and bringing the position to 136,155 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #4571.

UBS Group first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • UBS Group held 136,155 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $3.42M as of Q2 2026.
  • UBS Group bought 1,525 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $38.3K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4571 holding.
  • UBS Group first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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