UBS Group
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UBS Group’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

UBS Group’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13K Sell
161
-1,116
-87% -$29.3K ﹤0.01% 9090
2026
Q1 		$33.4K Buy
+1,277
New +$33.3K ﹤0.01% 7621
2025
Q1 		– Sell
-825
Closed -$21K – 10588
2024
Q4 		$21K Buy
825
+479
+138% +$12.2K ﹤0.01% 7839
2024
Q3 		$8.83K Buy
346
+305
+744% +$7.72K ﹤0.01% 7817
2024
Q2 		$1.02K Buy
+41
New +$1.03K ﹤0.01% 8686
2023
Q4 		– Sell
-457
Closed -$11.2K – 9748
2023
Q3 		$11.2K Buy
457
+359
+366% +$8.81K ﹤0.01% 7072
2023
Q2 		$2.4K Sell
98
-5,192
-98% -$129K ﹤0.01% 7756
2023
Q1 		$132K Buy
+5,290
New +$130K ﹤0.01% 5695
2022
Q4 		– Sell
-17
Closed – – 11029
2022
Q3 		$0 Buy
+17
New +$434 ﹤0.01% 10772
2022
Q2 		– Sell
-107
Closed -$3K – 10757
2022
Q1 		$3K Buy
+107
New +$2.83K ﹤0.01% 9467
2021
Q4 		– Sell
-3,471
Closed -$92K – 10579
2021
Q3 		$92K Buy
3,471
+2,009
+137% +$53.7K ﹤0.01% 5888
2021
Q2 		$39K Buy
1,462
+1,448
+10,343% +$38.3K ﹤0.01% 6664
2021
Q1 		$0 Sell
14
-6,624
-100% -$173K ﹤0.01% 9341
2020
Q4 		$172K Buy
6,638
+6,039
+1,008% +$156K ﹤0.01% 5328
2020
Q3 		$15K Buy
599
+297
+98% +$7.64K ﹤0.01% 6528
2020
Q2 		$8K Buy
302
+102
+51% +$2.57K ﹤0.01% 7143
2020
Q1 		$5K Sell
200
-300
-60% -$7.49K ﹤0.01% 7314
2019
Q4 		$13K Buy
+500
New +$12.5K ﹤0.01% 7148
2019
Q3 		– Sell
-522
Closed -$13K – 8182
2019
Q2 		$13K Buy
+522
New +$13K ﹤0.01% 6901
2019
Q1 		– Sell
-75
Closed -$2K – 8045
2018
Q4 		$2K Buy
+75
New +$1.83K ﹤0.01% 7806

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

UBS Group's PBTP Position: Q2 2026 in Review

UBS Group reduced its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 87% in Q2 2026, selling an estimated $29.3K and leaving 161 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #9090.

UBS Group first reported a position in PBTP in Q4 2018 and has held it in 20 quarters since. The position peaked at $172K in Q4 2020. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

  • UBS Group held 161 shares of Invesco 0-5 Yr US TIPS ETF worth $4.13K as of Q2 2026.
  • UBS Group sold 1,116 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $29.3K.
  • Invesco 0-5 Yr US TIPS ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9090 holding.
  • UBS Group first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2018 and has held it in 20 quarters since.
  • UBS Group's Invesco 0-5 Yr US TIPS ETF position peaked at $172K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.