AUB
IBMT

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
Q2 		$935K Buy
36,223
+989
+3% +$25.4K 0.02% 387
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 2.8% in Q2 2026, buying an estimated $25.4K and bringing the position to 36,223 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #387.

Atlantic Union Bankshares first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Atlantic Union Bankshares held 36,223 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $935K as of Q2 2026.
  • Atlantic Union Bankshares bought 989 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #387 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 5 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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