AUB
IBDZ

Atlantic Union Bankshares’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Atlantic Union Bankshares’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43M Sell
131,747
-4,455
-3% -$117K 0.07% 229
2025
Q4 		$3.59M Sell
136,202
-31,575
-19% -$836K 0.07% 227
2025
Q3 		$4.44M Sell
167,777
-3,045
-2% -$79.7K 0.08% 206
2025
Q2 		$4.46M Buy
+170,822
New +$4.37M 0.1% 180

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 3.3% in Q1 2026, selling an estimated $117K and leaving 131,747 shares worth $3.43M. The position accounts for 0.07% of the portfolio, ranked #229.

Atlantic Union Bankshares first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.46M in Q2 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Atlantic Union Bankshares held 131,747 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.43M as of Q1 2026.
  • Atlantic Union Bankshares sold 4,455 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $117K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.07% of Atlantic Union Bankshares's portfolio in Q1 2026, its #229 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $4.46M in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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