Atlantic Union Bankshares’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.59M	Buy	380,552 +32,352	+9%	+$815K	0.16%	127
2026 Q1	$8.8M	Buy	348,200 +32,242	+10%	+$823K	0.17%	132
2025 Q4	$8.07M	Buy	315,958 +85,012	+37%	+$2.18M	0.15%	136
2025 Q3	$5.92M	Buy	230,946 +10,999	+5%	+$279K	0.11%	169
2025 Q2	$5.56M	Buy	+219,947	New	+$5.46M	0.13%	158

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 9.3% in Q2 2026, buying an estimated $815K and bringing the position to 380,552 shares worth $9.59M. The position accounts for 0.16% of the portfolio, ranked #127.

Atlantic Union Bankshares first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Atlantic Union Bankshares held 380,552 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $9.59M as of Q2 2026.
Atlantic Union Bankshares bought 32,352 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $815K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.16% of Atlantic Union Bankshares's portfolio in Q2 2026, its #127 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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