Atlantic Union Bankshares’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.95M	Buy	427,594 +40,133	+10%	+$848K	0.17%	129
2025 Q4	$8.19M	Buy	387,461 +100,078	+35%	+$2.12M	0.15%	135
2025 Q3	$6.1M	Buy	287,383 +6,294	+2%	+$133K	0.11%	163
2025 Q2	$5.91M	Buy	+281,089	New	+$5.81M	0.14%	150

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q1 2026, buying an estimated $848K and bringing the position to 427,594 shares worth $8.95M. The position accounts for 0.17% of the portfolio, ranked #129.

Atlantic Union Bankshares first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Atlantic Union Bankshares held 427,594 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.95M as of Q1 2026.
Atlantic Union Bankshares bought 40,133 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $848K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.17% of Atlantic Union Bankshares's portfolio in Q1 2026, its #129 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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