UBS Group’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

UBS Group’s Portfolio IBTR Stock Details IBTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Buy	+568	New	+$14.1K	﹤0.01%	8363

Other funds holding IBTR

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

SPP

Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group's IBTR Position: Q2 2026 in Review

UBS Group opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q2 2026: 568 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #8363 among its holdings.

11 funds tracked by Wall St. Rank hold IBTR as of Q2 2026.

UBS Group held 568 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $14.1K as of Q2 2026.
iShares iBonds Dec 2036 Term Treasury ETF was a new UBS Group position in Q2 2026.
iShares iBonds Dec 2036 Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8363 holding.
11 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q2 2026.

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