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Atlantic Union Bankshares’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Atlantic Union Bankshares’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$772K Sell
30,099
-10,262
-25% -$263K 0.01% 409
2026
Q1 		$1.03M Sell
40,361
-1,795
-4% -$46.1K 0.02% 360
2025
Q4 		$1.08M Sell
42,156
-745
-2% -$19.1K 0.02% 365
2025
Q3 		$1.1M Sell
42,901
-929
-2% -$23.8K 0.02% 364
2025
Q2 		$1.12M Buy
+43,830
New +$1.12M 0.03% 306

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 25% in Q2 2026, selling an estimated $263K and leaving 30,099 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #409.

Atlantic Union Bankshares first reported a position in IBMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Atlantic Union Bankshares held 30,099 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $772K as of Q2 2026.
  • Atlantic Union Bankshares sold 10,262 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $263K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #409 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.12M in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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