Atlantic Union Bankshares’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Buy	6,321 +1,202	+23%	+$26.1K	﹤0.01%	708
2026 Q1	$112K	Hold	5,119	–	–	﹤0.01%	722
2025 Q4	$112K	Hold	5,119	–	–	﹤0.01%	722
2025 Q3	$112K	Buy	+5,119	New	+$112K	﹤0.01%	728

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 23% in Q2 2026, buying an estimated $26.1K and bringing the position to 6,321 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Atlantic Union Bankshares first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Atlantic Union Bankshares held 6,321 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $137K as of Q2 2026.
Atlantic Union Bankshares bought 1,202 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $26.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #708 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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