UBS Group
ITDE icon

UBS Group’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

UBS Group’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-105
Closed -$3.8K – 10829
2025
Q4 		$3.8K Sell
105
-464
-82% -$16.8K ﹤0.01% 8946
2025
Q3 		$20.4K Buy
+569
New +$19.7K ﹤0.01% 8138
2024
Q4 		– Sell
-268
Closed -$8.55K – 10165
2024
Q3 		$8.55K Buy
+268
New +$8.2K ﹤0.01% 7833

Other funds holding ITDE

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's ITDE Position: Q1 2026 in Review

UBS Group sold out of iShares LifePath Target Date 2045 ETF (ITDE) in Q1 2026, closing a stake of 105 shares — an estimated $3.8K sold.

UBS Group first reported a position in ITDE in Q3 2024 and held it in 3 quarters. The position peaked at $20.4K in Q3 2025. 6 funds tracked by Wall St. Rank hold ITDE as of Q1 2026.

  • UBS Group reported no remaining iShares LifePath Target Date 2045 ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 105 iShares LifePath Target Date 2045 ETF shares in Q1 2026, an estimated $3.8K.
  • UBS Group first reported a position in iShares LifePath Target Date 2045 ETF in Q3 2024 and held it in 3 quarters.
  • UBS Group's iShares LifePath Target Date 2045 ETF position peaked at $20.4K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2045 ETF as of Q1 2026.

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