Atlantic Union Bankshares’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$904K	Buy	35,234 +3,993	+13%	+$104K	0.02%	385
2025 Q4	$811K	Buy	31,241 +10,782	+53%	+$280K	0.02%	406
2025 Q3	$530K	Buy	20,459 +15,877	+347%	+$407K	0.01%	469
2025 Q2	$116K	Buy	+4,582	New	+$115K	﹤0.01%	533

Other funds holding IBMT

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Atlantic Union Bankshares's IBMT Position: Q1 2026 in Review

Atlantic Union Bankshares increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 13% in Q1 2026, buying an estimated $104K and bringing the position to 35,234 shares worth $904K. The position accounts for 0.02% of the portfolio, ranked #385.

Atlantic Union Bankshares first reported a position in IBMT in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

Atlantic Union Bankshares held 35,234 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $904K as of Q1 2026.
Atlantic Union Bankshares bought 3,993 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $104K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #385 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.