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
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 $2.83B AUM 17.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 12% in Q1 2026, buying an estimated $4.06M and bringing the position to 1,430,363 shares worth $36.7M. The position accounts for 0.7% of the portfolio, ranked #32.

Atlantic Union Bankshares first reported a position in IBTP in Q3 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Atlantic Union Bankshares held 1,430,363 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $36.7M as of Q1 2026.
  • Atlantic Union Bankshares bought 157,370 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $4.06M.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.7% of Atlantic Union Bankshares's portfolio in Q1 2026, its #32 holding.
  • Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

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