UBS Group
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UBS Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

UBS Group’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,048
Closed -$25.8K – 10829
2025
Q3 		$25.8K Buy
1,048
+785
+298% +$19.1K ﹤0.01% 7998
2025
Q2 		$6.34K Buy
+263
New +$6.24K ﹤0.01% 9100
2024
Q2 		– Sell
-1,213
Closed -$29.8K – 9769
2024
Q1 		$29.8K Buy
1,213
+425
+54% +$10.4K ﹤0.01% 6745
2023
Q4 		$19K Sell
788
-2,888
-79% -$69.4K ﹤0.01% 7135
2023
Q3 		$88K Buy
3,676
+3,675
+367,500% +$87.7K ﹤0.01% 5913
2023
Q2 		$24 Sell
1
-1,145
-100% -$26.7K ﹤0.01% 8674
2023
Q1 		$26.8K Buy
1,146
+171
+18% +$4.03K ﹤0.01% 6874
2022
Q4 		$22.6K Sell
975
-2,211
-69% -$50.6K ﹤0.01% 7527
2022
Q3 		$71K Buy
3,186
+2,864
+889% +$66.2K ﹤0.01% 6022
2022
Q2 		$8K Sell
322
-2,100
-87% -$49.4K ﹤0.01% 8309
2022
Q1 		$59K Buy
2,422
+649
+37% +$15.7K ﹤0.01% 6331
2021
Q4 		$44K Buy
+1,773
New +$44.6K ﹤0.01% 7031
2020
Q4 		– Sell
-1,933
Closed -$45K – 8551
2020
Q3 		$45K Buy
1,933
+984
+104% +$22.8K ﹤0.01% 5720
2020
Q2 		$21K Sell
949
-357
-27% -$7.78K ﹤0.01% 6520
2020
Q1 		$27K Buy
+1,306
New +$30.6K ﹤0.01% 6293
2019
Q4 		– Sell
-439
Closed -$11K – 8250
2019
Q3 		$11K Sell
439
-2,862
-87% -$69.5K ﹤0.01% 7102
2019
Q2 		$81K Buy
3,301
+2,550
+340% +$62.8K ﹤0.01% 5534
2019
Q1 		$19K Sell
751
-3,288
-81% -$80.6K ﹤0.01% 6347
2018
Q4 		$97K Buy
4,039
+3,725
+1,186% +$94.4K ﹤0.01% 5577
2018
Q3 		$8K Sell
314
-1,296
-80% -$33.7K ﹤0.01% 7276
2018
Q2 		$41K Buy
+1,610
New +$41.9K ﹤0.01% 6143
2017
Q3 		– Sell
-1,908
Closed -$49K – 7847
2017
Q2 		$49K Buy
+1,908
New +$47.9K ﹤0.01% 5655
2017
Q1 		– Sell
-104
Closed -$3K – 7778
2016
Q4 		$3K Sell
104
-993
-91% -$24.1K ﹤0.01% 7411
2016
Q3 		$26K Buy
+1,097
New +$26.3K ﹤0.01% 6065

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's IGBH Position: Q4 2025 in Review

UBS Group sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2025, closing a stake of 1,048 shares — an estimated $25.8K sold.

UBS Group first reported a position in IGBH in Q3 2016 and held it in 24 quarters. The position peaked at $97K in Q4 2018. 47 funds tracked by Wall St. Rank hold IGBH as of Q4 2025.

  • UBS Group reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,048 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $25.8K.
  • UBS Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2016 and held it in 24 quarters.
  • UBS Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $97K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.