UBS Group
IGEB icon

UBS Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

UBS Group’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Sell
396,123
-69,722
-15% -$3.18M ﹤0.01% 2717
2025
Q4 		$21.3M Buy
465,845
+31,456
+7% +$1.44M ﹤0.01% 2533
2025
Q3 		$20M Buy
434,389
+97,650
+29% +$4.45M ﹤0.01% 2566
2025
Q2 		$15.3M Buy
336,739
+45,301
+16% +$2.02M ﹤0.01% 2660
2025
Q1 		$13.1M Buy
291,438
+201,290
+223% +$8.99M ﹤0.01% 2773
2024
Q4 		$4M Buy
90,148
+42,979
+91% +$1.94M ﹤0.01% 4072
2024
Q3 		$2.19M Buy
47,169
+46,569
+7,762% +$2.12M ﹤0.01% 3896
2024
Q2 		$26.6K Buy
+600
New +$26.5K ﹤0.01% 7123
2023
Q4 		– Sell
-494
Closed -$21K – 9576
2023
Q3 		$21K Sell
494
-5,729
-92% -$249K ﹤0.01% 6778
2023
Q2 		$275K Buy
6,223
+6,103
+5,086% +$270K ﹤0.01% 5263
2023
Q1 		$5.37K Sell
120
-794
-87% -$35.2K ﹤0.01% 8046
2022
Q4 		$39.6K Buy
+914
New +$39.3K ﹤0.01% 6983
2022
Q3 		– Sell
-994
Closed -$44K – 10607
2022
Q2 		$44K Buy
+994
New +$45.5K ﹤0.01% 6017
2022
Q1 		– Sell
-1,338
Closed -$70K – 10530
2021
Q4 		$70K Buy
1,338
+1,068
+396% +$56.9K ﹤0.01% 6625
2021
Q3 		$15K Sell
270
-226
-46% -$12.3K ﹤0.01% 7501
2021
Q2 		$27K Buy
+496
New +$26.5K ﹤0.01% 7038
2020
Q3 		– Sell
-445
Closed -$24K – 8189
2020
Q2 		$24K Sell
445
-442
-50% -$23.1K ﹤0.01% 6429
2020
Q1 		$44K Buy
+887
New +$45.8K ﹤0.01% 5931
2019
Q4 		– Sell
-584
Closed -$31K – 8251
2019
Q3 		$31K Buy
584
+358
+158% +$18.7K ﹤0.01% 6472
2019
Q2 		$12K Buy
226
+208
+1,156% +$10.4K ﹤0.01% 6945
2019
Q1 		$1K Sell
18
-653
-97% -$31.6K ﹤0.01% 7544
2018
Q4 		$32K Buy
+671
New +$31.7K ﹤0.01% 6437

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

UBS Group's IGEB Position: Q1 2026 in Review

UBS Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 15% in Q1 2026, selling an estimated $3.18M and leaving 396,123 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

UBS Group first reported a position in IGEB in Q4 2018 and has held it in 22 quarters since. The position peaked at $21.3M in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • UBS Group held 396,123 shares of iShares Investment Grade Systematic Bond ETF worth $17.8M as of Q1 2026.
  • UBS Group sold 69,722 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $3.18M.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2717 holding.
  • UBS Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • UBS Group's iShares Investment Grade Systematic Bond ETF position peaked at $21.3M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

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