AUB
IBMS

Atlantic Union Bankshares’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Atlantic Union Bankshares’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
63,752
+387
+0.6% +$10K 0.03% 307
2026
Q1 		$1.64M Buy
63,365
+953
+2% +$24.9K 0.03% 296
2025
Q4 		$1.63M Buy
62,412
+11,494
+23% +$299K 0.03% 318
2025
Q3 		$1.33M Buy
50,918
+449
+0.9% +$11.6K 0.03% 343
2025
Q2 		$1.3M Buy
+50,469
New +$1.28M 0.03% 293

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 0.61% in Q2 2026, buying an estimated $10K and bringing the position to 63,752 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #307.

Atlantic Union Bankshares first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Atlantic Union Bankshares held 63,752 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.65M as of Q2 2026.
  • Atlantic Union Bankshares bought 387 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $10K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #307 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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