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Atlantic Union Bankshares’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Atlantic Union Bankshares’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.9M Sell
112,702
-36,925
-25% -$952K 0.05% 256
2026
Q1 		$3.87M Sell
149,627
-10,650
-7% -$278K 0.07% 213
2025
Q4 		$4.19M Sell
160,277
-41,956
-21% -$1.1M 0.08% 208
2025
Q3 		$5.3M Sell
202,233
-1,008
-0.5% -$26.2K 0.1% 187
2025
Q2 		$5.26M Buy
+203,241
New +$5.15M 0.12% 166

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 25% in Q2 2026, selling an estimated $952K and leaving 112,702 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #256.

Atlantic Union Bankshares first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.3M in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Atlantic Union Bankshares held 112,702 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.9M as of Q2 2026.
  • Atlantic Union Bankshares sold 36,925 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $952K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Atlantic Union Bankshares's portfolio in Q2 2026, its #256 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $5.3M in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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