Atlantic Union Bankshares’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Atlantic Union Bankshares’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Sell	50,607 -5,302	-9%	-$135K	0.02%	338
2026 Q1	$1.42M	Buy	55,909 +1,408	+3%	+$35.8K	0.03%	319
2025 Q4	$1.38M	Buy	54,501 +3,506	+7%	+$89K	0.03%	334
2025 Q3	$1.3M	Hold	50,995	–	–	0.02%	346
2025 Q2	$1.29M	Buy	+50,995	New	+$1.28M	0.03%	294

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.5% in Q2 2026, selling an estimated $135K and leaving 50,607 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #338.

Atlantic Union Bankshares first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Atlantic Union Bankshares held 50,607 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.29M as of Q2 2026.
Atlantic Union Bankshares sold 5,302 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $135K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #338 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.42M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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