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Atlantic Union Bankshares’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Atlantic Union Bankshares’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Hold
7,585
– – ﹤0.01% 680
2026
Q1 		$155K Hold
7,585
– – ﹤0.01% 639
2025
Q4 		$156K Hold
7,585
– – ﹤0.01% 636
2025
Q3 		$156K Buy
+7,585
New +$155K ﹤0.01% 644

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 7,585 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Atlantic Union Bankshares first reported a position in IBTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $156K in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Atlantic Union Bankshares held 7,585 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $153K as of Q2 2026.
  • Atlantic Union Bankshares left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #680 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $156K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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