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 Q2	$9.67M	Buy	463,988 +36,394	+9%	+$759K	0.16%	126
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

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

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.5% in Q2 2026, buying an estimated $759K and bringing the position to 463,988 shares worth $9.67M. The position accounts for 0.16% of the portfolio, ranked #126.

Atlantic Union Bankshares first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Atlantic Union Bankshares held 463,988 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $9.67M as of Q2 2026.
Atlantic Union Bankshares bought 36,394 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $759K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.16% of Atlantic Union Bankshares's portfolio in Q2 2026, its #126 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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