UBS Group
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UBS Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

UBS Group’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.99M Sell
159,535
-526
-0.3% -$23.2K ﹤0.01% 3715
2025
Q4 		$7.07M Buy
160,061
+70,930
+80% +$3.14M ﹤0.01% 3671
2025
Q3 		$3.94M Buy
89,131
+42,674
+92% +$1.86M ﹤0.01% 4286
2025
Q2 		$2.03M Sell
46,457
-2,756
-6% -$119K ﹤0.01% 4803
2025
Q1 		$2.14M Buy
49,213
+2,034
+4% +$87.1K ﹤0.01% 4648
2024
Q4 		$2M Sell
47,179
-309
-0.7% -$13.3K ﹤0.01% 4711
2024
Q3 		$2.11M Sell
47,488
-4,403
-8% -$193K ﹤0.01% 3936
2024
Q2 		$2.21M Buy
51,891
+2,180
+4% +$92.1K ﹤0.01% 3680
2024
Q1 		$2.13M Buy
49,711
+14,734
+42% +$631K ﹤0.01% 3883
2023
Q4 		$1.52M Buy
34,977
+22,254
+175% +$924K ﹤0.01% 4099
2023
Q3 		$524K Buy
12,723
+5,252
+70% +$222K ﹤0.01% 4610
2023
Q2 		$322K Buy
7,471
+6,022
+416% +$262K ﹤0.01% 5166
2023
Q1 		$63.5K Sell
1,449
-937
-39% -$40.8K ﹤0.01% 6267
2022
Q4 		$102K Buy
2,386
+60
+3% +$2.55K ﹤0.01% 6077
2022
Q3 		$98K Buy
2,326
+936
+67% +$41.8K ﹤0.01% 5728
2022
Q2 		$62K Buy
+1,390
New +$63K ﹤0.01% 5757
2022
Q1 		– Sell
-782
Closed -$39K – 10540
2021
Q4 		$39K Buy
782
+357
+84% +$18.1K ﹤0.01% 7145
2021
Q3 		$22K Sell
425
-854
-67% -$44K ﹤0.01% 7062
2021
Q2 		$66K Sell
1,279
-659
-34% -$33.8K ﹤0.01% 6185
2021
Q1 		$99K Buy
+1,938
New +$100K ﹤0.01% 5975
2020
Q4 		– Sell
-593
Closed -$31K – 8553
2020
Q3 		$31K Buy
+593
New +$31.1K ﹤0.01% 5968
2020
Q2 		– Sell
-1,110
Closed -$57K – 8139
2020
Q1 		$57K Buy
+1,110
New +$56.6K ﹤0.01% 5723
2019
Q3 		– Sell
-889
Closed -$45K – 8116
2019
Q2 		$45K Buy
+889
New +$44K ﹤0.01% 6010
2018
Q1 		– Sell
-437
Closed -$22K – 7983
2017
Q4 		$22K Buy
+437
New +$21.6K ﹤0.01% 6478

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's IMTB Position: Q1 2026 in Review

UBS Group reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 0.33% in Q1 2026, selling an estimated $23.2K and leaving 159,535 shares worth $6.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

UBS Group first reported a position in IMTB in Q4 2017 and has held it in 24 quarters since. The position peaked at $7.07M in Q4 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • UBS Group held 159,535 shares of iShares Core 5-10 Year USD Bond ETF worth $6.99M as of Q1 2026.
  • UBS Group sold 526 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $23.2K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3715 holding.
  • UBS Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • UBS Group's iShares Core 5-10 Year USD Bond ETF position peaked at $7.07M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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