Atlantic Union Bankshares’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	6,729	–	–	﹤0.01%	685
2026 Q1	$154K	Hold	6,729	–	–	﹤0.01%	641
2025 Q4	$155K	Hold	6,729	–	–	﹤0.01%	637
2025 Q3	$156K	Buy	+6,729	New	+$155K	﹤0.01%	645
2023 Q1	–	Sell	-127,728	Closed	-$2.95M	–	281
2022 Q4	$2.95M	Buy	+127,728	New	+$2.96M	0.32%	85

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Atlantic Union Bankshares held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 6,729 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Atlantic Union Bankshares first reported a position in IBTM in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.95M in Q4 2022. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Atlantic Union Bankshares held 6,729 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $153K as of Q2 2026.
Atlantic Union Bankshares left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #685 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $2.95M in Q4 2022.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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