UBS Group
ITDC icon

UBS Group’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

UBS Group’s Portfolio ITDC Stock Details ITDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-836
Closed -$28.4K – 10848
2025
Q3 		$28.4K Buy
+836
New +$27.5K ﹤0.01% 7933
2025
Q2 		– Sell
-1,334
Closed -$40K – 10544
2025
Q1 		$40K Sell
1,334
-2,375
-64% -$72.1K ﹤0.01% 7752
2024
Q4 		$111K Buy
+3,709
New +$114K ﹤0.01% 6808

Other funds holding ITDC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

UBS Group's ITDC Position: Q4 2025 in Review

UBS Group sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q4 2025, closing a stake of 836 shares — an estimated $28.4K sold.

UBS Group first reported a position in ITDC in Q4 2024 and held it in 3 quarters. The position peaked at $111K in Q4 2024. 8 funds tracked by Wall St. Rank hold ITDC as of Q4 2025.

  • UBS Group reported no remaining iShares LifePath Target Date 2035 ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 836 iShares LifePath Target Date 2035 ETF shares in Q4 2025, an estimated $28.4K.
  • UBS Group first reported a position in iShares LifePath Target Date 2035 ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's iShares LifePath Target Date 2035 ETF position peaked at $111K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.