UBS Group’s LifeX 2040 Term Income ETF LDER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-30
Closed -$3.5K 11264
2025
Q2
$3.5K Buy
+30
New +$3.48K ﹤0.01% 9348

UBS Group's LDER Position: Q3 2025 in Review

UBS Group sold out of LifeX 2040 Term Income ETF (LDER) in Q3 2025, closing a stake of 30 shares — an estimated $3.5K sold.

UBS Group first reported a position in LDER in Q2 2025 and held it in 1 quarter. The position peaked at $3.5K in Q2 2025. 0 funds tracked by Wall St. Rank hold LDER as of Q3 2025.

  • UBS Group reported no remaining LifeX 2040 Term Income ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 30 LifeX 2040 Term Income ETF shares in Q3 2025, an estimated $3.5K.
  • UBS Group first reported a position in LifeX 2040 Term Income ETF in Q2 2025 and held it in 1 quarter.
  • UBS Group's LifeX 2040 Term Income ETF position peaked at $3.5K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held LifeX 2040 Term Income ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.