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 $880M AUM 15.4% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return