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Atlantic Union Bankshares’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Atlantic Union Bankshares’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4K Hold
1,095
– – ﹤0.01% 1082
2025
Q4 		$24.5K Hold
1,095
– – ﹤0.01% 1078
2025
Q3 		$24.5K Buy
+1,095
New +$24.4K ﹤0.01% 1085

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 1,095 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Atlantic Union Bankshares first reported a position in IBTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q3 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Atlantic Union Bankshares held 1,095 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $24.4K as of Q1 2026.
  • Atlantic Union Bankshares left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #1082 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $24.5K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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