AUB
IBDX icon

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
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 $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 10% in Q1 2026, buying an estimated $823K and bringing the position to 348,200 shares worth $8.8M. The position accounts for 0.17% of the portfolio, ranked #132.

Atlantic Union Bankshares first reported a position in IBDX in Q2 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Atlantic Union Bankshares held 348,200 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $8.8M as of Q1 2026.
  • Atlantic Union Bankshares bought 32,242 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $823K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.17% of Atlantic Union Bankshares's portfolio in Q1 2026, its #132 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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