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 Q2	$50.2K	Buy	2,269 +1,174	+107%	+$26K	﹤0.01%	937
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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 107% in Q2 2026, buying an estimated $26K and bringing the position to 2,269 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Atlantic Union Bankshares first reported a position in IBTI in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Atlantic Union Bankshares held 2,269 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $50.2K as of Q2 2026.
Atlantic Union Bankshares bought 1,174 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $26K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #937 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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