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
Q2 		$2.7M Sell
103,669
-28,078
-21% -$731K 0.05% 259
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 $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $1.89T 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 21% in Q2 2026, selling an estimated $731K and leaving 103,669 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #259.

Atlantic Union Bankshares first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.46M in Q2 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Atlantic Union Bankshares held 103,669 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.7M as of Q2 2026.
  • Atlantic Union Bankshares sold 28,078 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $731K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.05% of Atlantic Union Bankshares's portfolio in Q2 2026, its #259 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $4.46M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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