Atlantic Union Bankshares’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Atlantic Union Bankshares’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Buy	81,726 +18,245	+29%	+$473K	0.04%	277
2025 Q4	$1.65M	Buy	63,481 +42,707	+206%	+$1.11M	0.03%	316
2025 Q3	$541K	Buy	20,774 +8,607	+71%	+$221K	0.01%	463
2025 Q2	$312K	Buy	+12,167	New	+$305K	0.01%	425

Other funds holding IBCA

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Atlantic Union Bankshares's IBCA Position: Q1 2026 in Review

Atlantic Union Bankshares increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 29% in Q1 2026, buying an estimated $473K and bringing the position to 81,726 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #277.

Atlantic Union Bankshares first reported a position in IBCA in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

Atlantic Union Bankshares held 81,726 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.1M as of Q1 2026.
Atlantic Union Bankshares bought 18,245 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $473K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.04% of Atlantic Union Bankshares's portfolio in Q1 2026, its #277 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.