Atlantic Union Bankshares’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.3K	Hold	4,078	–	–	﹤0.01%	801
2026 Q1	$93.4K	Hold	4,078	–	–	﹤0.01%	756
2025 Q4	$93.3K	Hold	4,078	–	–	﹤0.01%	768
2025 Q3	$93.6K	Buy	+4,078	New	+$93.3K	﹤0.01%	773

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 4,078 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Atlantic Union Bankshares first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $93.6K in Q3 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Atlantic Union Bankshares held 4,078 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $93.3K as of Q2 2026.
Atlantic Union Bankshares left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #801 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $93.6K in Q3 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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