IBMT — ISHARES TR

Ownership history in UBS Group AG  ·  1 quarter on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES TR (IBMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 85 — — 0.00% $2K $25.58
% of Fund (quarterly)    IBMT price (monthly, adj. close)

Other funds also holding IBMT

As of 2025 Q4 — sorted by position size

Ellis Investment Partners, LLC 3Y 7Y 0.31% Praetorian Wealth Management, Inc. 3Y 0.25% Aspen Wealth Management LLC 3Y 0.23% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.16% Godshalk Welsh Capital Management, Inc. 3Y 7Y 0.15% Quantum Financial Advisors, LLC 3Y 0.12% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 0.09% Elequin Capital, LP 3Y 0.09% Newman Dignan & Sheerar, Inc. 3Y 7Y 0.08% MERCER GLOBAL ADVISORS INC /ADV 3Y 0.03%
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