Atlantic Union Bankshares’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Sell	109,710 -106,308	-49%	-$2.57M	0.04%	261
2026 Q1	$5.24M	Sell	216,018 -15,418	-7%	-$374K	0.1%	180
2025 Q4	$5.61M	Sell	231,436 -4,193	-2%	-$102K	0.11%	173
2025 Q3	$5.73M	Sell	235,629 -14,044	-6%	-$340K	0.11%	182
2025 Q2	$6.05M	Buy	+249,673	New	+$6.03M	0.14%	146

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Atlantic Union Bankshares's IBDR Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 49% in Q2 2026, selling an estimated $2.57M and leaving 109,710 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #261.

Atlantic Union Bankshares first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.05M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Atlantic Union Bankshares held 109,710 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.66M as of Q2 2026.
Atlantic Union Bankshares sold 106,308 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.57M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Atlantic Union Bankshares's portfolio in Q2 2026, its #261 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.05M in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.