Atlantic Union Bankshares’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.6M	Buy	1,460,096 +137,180	+10%	+$3.37M	0.68%	35
2025 Q4	$32.5M	Buy	1,322,916 +259,627	+24%	+$6.42M	0.61%	36
2025 Q3	$26.2M	Buy	1,063,289 +131,429	+14%	+$3.21M	0.49%	44
2025 Q2	$22.8M	Buy	931,860 +198,561	+27%	+$4.8M	0.52%	48
2025 Q1	$17.9M	Buy	733,299 +22,206	+3%	+$531K	1.08%	21
2024 Q4	$16.8M	Sell	711,093 -109,720	-13%	-$2.65M	0.98%	20
2024 Q3	$20.6M	Sell	820,813 -291,845	-26%	-$7.23M	1.2%	15
2024 Q2	$26.7M	Buy	1,112,658 +245,586	+28%	+$5.85M	1.66%	9
2024 Q1	$21.1M	Buy	867,072 +159,816	+23%	+$3.89M	1.77%	10
2023 Q4	$17.6M	Buy	+707,256	New	+$16.8M	1.63%	9

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 10% in Q1 2026, buying an estimated $3.37M and bringing the position to 1,460,096 shares worth $35.6M. The position accounts for 0.68% of the portfolio, ranked #35.

Atlantic Union Bankshares first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Atlantic Union Bankshares held 1,460,096 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $35.6M as of Q1 2026.
Atlantic Union Bankshares bought 137,180 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $3.37M.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.68% of Atlantic Union Bankshares's portfolio in Q1 2026, its #35 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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