AUB
IBTE

Atlantic Union Bankshares’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Atlantic Union Bankshares’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,244
Closed -$462K – 329
2024
Q3 		$462K Sell
19,244
-393,376
-95% -$9.42M 0.03% 243
2024
Q2 		$9.89M Buy
412,620
+71,691
+21% +$1.71M 0.62% 44
2024
Q1 		$8.16M Buy
340,929
+65,274
+24% +$1.56M 0.69% 35
2023
Q4 		$6.58M Sell
275,655
-45,518
-14% -$1.08M 0.61% 44
2023
Q3 		$7.66M Buy
321,173
+36,260
+13% +$863K 0.78% 29
2023
Q2 		$6.78M Buy
284,913
+46,612
+20% +$1.11M 0.68% 32
2023
Q1 		$5.72M Buy
+238,301
New +$5.69M 0.6% 52

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Atlantic Union Bankshares's IBTE Position: Q4 2024 in Review

Atlantic Union Bankshares sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 19,244 shares — an estimated $462K sold.

Atlantic Union Bankshares first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $9.89M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Atlantic Union Bankshares reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atlantic Union Bankshares sold 19,244 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $462K.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Atlantic Union Bankshares's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $9.89M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Atlantic Union Bankshares's 13F filing for Q4 2024, filed 7 Feb 2025.