UBS Group
RTRE

UBS Group’s Rareview Total Return Bond ETF RTRE Stock Holding History

UBS Group’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48K Buy
+59
New +$1.49K ﹤0.01% 9523
2024
Q3 		– Sell
-86
Closed -$2.15K – 10208
2024
Q2 		$2.15K Buy
+86
New +$2.16K ﹤0.01% 8419

Other funds holding RTRE

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

UBS Group's RTRE Position: Q1 2026 in Review

UBS Group opened a new position in Rareview Total Return Bond ETF (RTRE) in Q1 2026: 59 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #9523 among its holdings. This is a return to the name: UBS Group previously reported a position in RTRE as recently as Q2 2024.

UBS Group first reported a position in RTRE in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.15K in Q2 2024. 16 funds tracked by Wall St. Rank hold RTRE as of Q1 2026.

  • UBS Group held 59 shares of Rareview Total Return Bond ETF worth $1.48K as of Q1 2026.
  • Rareview Total Return Bond ETF was a new UBS Group position in Q1 2026.
  • Rareview Total Return Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9523 holding.
  • UBS Group first reported a position in Rareview Total Return Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • UBS Group's Rareview Total Return Bond ETF position peaked at $2.15K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q1 2026.

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