Atlantic Union Bankshares’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.13M	Sell	252,959 -12,251	-5%	-$296K	0.1%	176
2026 Q1	$6.43M	Buy	265,210 +927	+0.4%	+$22.5K	0.12%	161
2025 Q4	$6.42M	Buy	264,283 +17,864	+7%	+$434K	0.12%	157
2025 Q3	$6M	Sell	246,419 -7,893	-3%	-$191K	0.11%	166
2025 Q2	$6.17M	Buy	+254,312	New	+$6.14M	0.14%	142

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.6% in Q2 2026, selling an estimated $296K and leaving 252,959 shares worth $6.13M. The position accounts for 0.1% of the portfolio, ranked #176.

Atlantic Union Bankshares first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.43M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Atlantic Union Bankshares held 252,959 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.13M as of Q2 2026.
Atlantic Union Bankshares sold 12,251 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $296K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Atlantic Union Bankshares's portfolio in Q2 2026, its #176 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.43M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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