UBS Group’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

UBS Group’s Portfolio IRBA Stock Details IRBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,333	Closed	-$32.1K	–	10443
2024 Q1	$32.1K	Buy	3,333 +2,811	+539%	+$26.5K	﹤0.01%	6709
2023 Q4	$4.9K	Buy	522 +500	+2,273%	+$4.5K	﹤0.01%	7815
2023 Q3	$194	Sell	22 -8	-27%	-$73	﹤0.01%	8721
2023 Q2	$277	Buy	+30	New	+$275	﹤0.01%	8335
2023 Q1	–	Sell	-5,644	Closed	-$50.1K	–	10824
2022 Q4	$50.1K	Buy	5,644 +3,025	+116%	+$26.6K	﹤0.01%	6774
2022 Q3	$22K	Buy	+2,619	New	+$23.6K	﹤0.01%	7289

UBS Group's IRBA Position: Q2 2024 in Review

UBS Group sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q2 2024, closing a stake of 3,333 shares — an estimated $32.1K sold.

UBS Group first reported a position in IRBA in Q3 2022 and held it in 6 quarters. The position peaked at $50.1K in Q4 2022. 0 funds tracked by Wall St. Rank hold IRBA as of Q2 2024.

UBS Group reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q2 2024 after selling out during the quarter.
UBS Group sold 3,333 iMGP RBA Responsible Global Allocation ETF shares in Q2 2024, an estimated $32.1K.
UBS Group first reported a position in iMGP RBA Responsible Global Allocation ETF in Q3 2022 and held it in 6 quarters.
UBS Group's iMGP RBA Responsible Global Allocation ETF position peaked at $50.1K in Q4 2022.
0 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.