UBS Group’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History

UBS Group’s Portfolio ITDH Stock Details ITDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-165	Closed	-$5.31K	–	10166
2024 Q3	$5.31K	Buy	+165	New	+$5.08K	﹤0.01%	8068

Other funds holding ITDH

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

UBS Group's ITDH Position: Q4 2024 in Review

UBS Group sold out of iShares LifePath Target Date 2060 ETF (ITDH) in Q4 2024, closing a stake of 165 shares — an estimated $5.31K sold.

UBS Group first reported a position in ITDH in Q3 2024 and held it in 1 quarter. The position peaked at $5.31K in Q3 2024. 2 funds tracked by Wall St. Rank hold ITDH as of Q4 2024.

UBS Group reported no remaining iShares LifePath Target Date 2060 ETF position as of Q4 2024 after selling out during the quarter.
UBS Group sold 165 iShares LifePath Target Date 2060 ETF shares in Q4 2024, an estimated $5.31K.
UBS Group first reported a position in iShares LifePath Target Date 2060 ETF in Q3 2024 and held it in 1 quarter.
UBS Group's iShares LifePath Target Date 2060 ETF position peaked at $5.31K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2060 ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.