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
2026
Q3 		$29.9K Buy
+823
New +$30.3K ﹤0.01% 8119
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

Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

UBS Group's ITDC Position: Q3 2026 in Review

UBS Group opened a new position in iShares LifePath Target Date 2035 ETF (ITDC) in Q3 2026: 823 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #8119 among its holdings. This is a return to the name: UBS Group previously reported a position in ITDC as recently as Q3 2025.

UBS Group first reported a position in ITDC in Q4 2024 and has held it in 4 quarters since. The position peaked at $111K in Q4 2024. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

  • UBS Group held 823 shares of iShares LifePath Target Date 2035 ETF worth $29.9K as of Q3 2026.
  • iShares LifePath Target Date 2035 ETF was a new UBS Group position in Q3 2026.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8119 holding.
  • UBS Group first reported a position in iShares LifePath Target Date 2035 ETF in Q4 2024 and has held it in 4 quarters since.
  • UBS Group's iShares LifePath Target Date 2035 ETF position peaked at $111K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.