AUB
IBTP

Atlantic Union Bankshares’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Atlantic Union Bankshares’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.9M Buy
1,849,299
+418,936
+29% +$10.6M 0.78% 27
2026
Q1 		$36.7M Buy
1,430,363
+157,370
+12% +$4.06M 0.7% 32
2025
Q4 		$32.9M Buy
1,272,993
+313,063
+33% +$8.13M 0.62% 33
2025
Q3 		$24.9M Buy
959,930
+170,852
+22% +$4.39M 0.47% 50
2025
Q2 		$20.3M Buy
789,078
+63,360
+9% +$1.61M 0.46% 53
2025
Q1 		$18.6M Buy
725,718
+176,933
+32% +$4.45M 1.13% 18
2024
Q4 		$13.6M Buy
548,785
+66,344
+14% +$1.69M 0.79% 34
2024
Q3 		$12.7M Buy
+482,441
New +$12.6M 0.74% 34

Other funds holding IBTP

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 29% in Q2 2026, buying an estimated $10.6M and bringing the position to 1,849,299 shares worth $46.9M. The position accounts for 0.78% of the portfolio, ranked #27.

Atlantic Union Bankshares first reported a position in IBTP in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Atlantic Union Bankshares held 1,849,299 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $46.9M as of Q2 2026.
  • Atlantic Union Bankshares bought 418,936 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $10.6M.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.78% of Atlantic Union Bankshares's portfolio in Q2 2026, its #27 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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