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Atlantic Union Bankshares’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Atlantic Union Bankshares’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.4K Hold
4,029
– – ﹤0.01% 769
2025
Q4 		$90.5K Hold
4,029
– – ﹤0.01% 778
2025
Q3 		$90.7K Buy
+4,029
New +$90.4K ﹤0.01% 786

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 4,029 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Atlantic Union Bankshares first reported a position in IBTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $90.7K in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Atlantic Union Bankshares held 4,029 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $90.4K as of Q1 2026.
  • Atlantic Union Bankshares left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #769 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $90.7K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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