Atlantic Union Bankshares’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86M	Buy	73,068 +3,935	+6%	+$99.8K	0.03%	296
2026 Q1	$1.75M	Buy	69,133 +2,052	+3%	+$52.5K	0.03%	291
2025 Q4	$1.71M	Buy	67,081 +9,994	+18%	+$254K	0.03%	312
2025 Q3	$1.46M	Buy	57,087 +975	+2%	+$24.8K	0.03%	332
2025 Q2	$1.42M	Buy	+56,112	New	+$1.4M	0.03%	282

Other funds holding IBMR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LIA

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

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 5.7% in Q2 2026, buying an estimated $99.8K and bringing the position to 73,068 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #296.

Atlantic Union Bankshares first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Atlantic Union Bankshares held 73,068 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.86M as of Q2 2026.
Atlantic Union Bankshares bought 3,935 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $99.8K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #296 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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