Atlantic Union Bankshares’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Sell	233,769 -6,412	-3%	-$149K	0.09%	190
2026 Q1	$5.59M	Buy	240,181 +994	+0.4%	+$23.3K	0.11%	174
2025 Q4	$5.6M	Sell	239,187 -5,259	-2%	-$123K	0.11%	175
2025 Q3	$5.74M	Sell	244,446 -9,610	-4%	-$224K	0.11%	181
2025 Q2	$5.93M	Buy	+254,056	New	+$5.86M	0.14%	149

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.7% in Q2 2026, selling an estimated $149K and leaving 233,769 shares worth $5.41M. The position accounts for 0.09% of the portfolio, ranked #190.

Atlantic Union Bankshares first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.93M in Q2 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Atlantic Union Bankshares held 233,769 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.41M as of Q2 2026.
Atlantic Union Bankshares sold 6,412 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $149K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #190 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.93M in Q2 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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