UBS Group’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

UBS Group’s Portfolio ITDB Stock Details ITDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4	Closed	-$109	–	9673
2023 Q4	$109	Buy	+4	New	+$104	﹤0.01%	8916

Other funds holding ITDB

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's ITDB Position: Q1 2024 in Review

UBS Group sold out of iShares LifePath Target Date 2030 ETF (ITDB) in Q1 2024, closing a stake of 4 shares — an estimated $109 sold.

UBS Group first reported a position in ITDB in Q4 2023 and held it in 1 quarter. The position peaked at $109 in Q4 2023. 1 fund tracked by Wall St. Rank holds ITDB as of Q1 2024.

UBS Group reported no remaining iShares LifePath Target Date 2030 ETF position as of Q1 2024 after selling out during the quarter.
UBS Group sold 4 iShares LifePath Target Date 2030 ETF shares in Q1 2024, an estimated $109.
UBS Group first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2023 and held it in 1 quarter.
UBS Group's iShares LifePath Target Date 2030 ETF position peaked at $109 in Q4 2023.
1 fund tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.