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Position history for UBS Group AGUBS Group AG's holdings in ISHARES TR

UBS Group AG holds 3M shares of IBDV (ISHARES TR), worth $66M as of 2026-Q2. The position was increased (+43.0% shares). IBDV represents 0.0% of UBS Group AG's portfolio.

Current Value

$66M

Current Shares

3M

Total Value Change

+$43.8M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+43.0%
$66M0.0%$21.72
40
2026-Q1
Increased
2.1M
+13.0%
$46.3M0.0%$21.56
33
2025-Q4
Increased
1.9M
+34.0%
$41.3M0.0%$21.58
37
2025-Q3
Increased
1.4M
+14.6%
$31M0.0%$21.33
33
2025-Q2
Increased
1.2M
+1.0%
$26.8M0.0%$20.93
29
2025-Q1
Increased
1.2M
+21.5%
$26.2M0.0%$20.44
34
2024-Q4
Decreased
994,299
-0.8%
$21.2M0.0%$19.95
0
2024-Q3
Increased
1M
+11.8%
$22.2M0.0%$20.38
32

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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