IBMN ISHARES TR

Ownership history in UBS Group AG  ·  26 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES TR (IBMN). 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 REDUCED 235,384 -46,137 -16.4% 0.00% $6.3M $26.63
2025 Q2 REDUCED 281,521 -9,705 -3.3% 0.00% $7.5M $26.46
2025 Q1 REDUCED 291,226 -100,296 -25.6% 0.00% $7.8M $26.30
2024 Q4 REDUCED 391,522 -53,013 -11.9% 0.00% $10.4M $26.08
2024 Q3 REDUCED 444,535 -19,693 -4.2% 0.00% $11.9M $25.95
2024 Q2 ADDED 464,228 +32,168 +7.4% 0.00% $12.3M $25.65
2024 Q1 REDUCED 432,060 -175,960 -28.9% 0.00% $11.4M $25.49
2023 Q4 ADDED 608,020 +53,775 +9.7% 0.00% $16.1M $25.49
2023 Q3 ADDED 554,245 +34,604 +6.7% 0.00% $14.5M $24.88
2023 Q2 ADDED 519,641 +203,075 +64.1% 0.00% $13.7M $25.02
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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