UBS Group
ISTM

UBS Group’s iShares Strategic Metals ETF ISTM Stock Holding History

UBS Group’s Portfolio ISTM Stock Details ISTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84K Sell
94
-653
-87% -$20.3K ﹤0.01% 9193
2025
Q4 		$21.2K Buy
+747
New +$21.1K ﹤0.01% 7743
2025
Q3 		– Sell
-87
Closed -$2.15K – 10930
2025
Q2 		$2.15K Buy
87
+29
+50% +$672 ﹤0.01% 9513
2025
Q1 		$1.4K Buy
58
+51
+729% +$1.18K ﹤0.01% 9513
2024
Q4 		$150 Sell
7
-41
-85% -$1.15K ﹤0.01% 9601
2024
Q3 		$1.43K Sell
48
-10
-17% -$279 ﹤0.01% 8643
2024
Q2 		$1.65K Buy
+58
New +$1.68K ﹤0.01% 8532

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

UBS Group's ISTM Position: Q1 2026 in Review

UBS Group reduced its iShares Strategic Metals ETF (ISTM) stake by 87% in Q1 2026, selling an estimated $20.3K and leaving 94 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #9193.

UBS Group first reported a position in ISTM in Q2 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2025. 13 funds tracked by Wall St. Rank hold ISTM as of Q1 2026.

  • UBS Group held 94 shares of iShares Strategic Metals ETF worth $2.84K as of Q1 2026.
  • UBS Group sold 653 iShares Strategic Metals ETF shares in Q1 2026, an estimated $20.3K.
  • iShares Strategic Metals ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9193 holding.
  • UBS Group first reported a position in iShares Strategic Metals ETF in Q2 2024 and has held it in 7 quarters since.
  • UBS Group's iShares Strategic Metals ETF position peaked at $21.2K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q1 2026.

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