Atlantic Union Bankshares’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	68,363 -4,663	-6%	-$119K	0.03%	301
2026 Q1	$1.86M	Buy	73,026 +1,394	+2%	+$35.8K	0.04%	286
2025 Q4	$1.83M	Buy	71,632 +9,046	+14%	+$231K	0.03%	302
2025 Q3	$1.6M	Sell	62,586 -600	-0.9%	-$15.3K	0.03%	317
2025 Q2	$1.61M	Buy	+63,186	New	+$1.59M	0.04%	272

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 6.4% in Q2 2026, selling an estimated $119K and leaving 68,363 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #301.

Atlantic Union Bankshares first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Atlantic Union Bankshares held 68,363 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.75M as of Q2 2026.
Atlantic Union Bankshares sold 4,663 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #301 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.86M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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