United Community Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

United Community Bank’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.4K	Sell	3,237 -415	-11%	-$10K	0.02%	299
2026 Q1	$88.5K	Buy	+3,652	New	+$88.5K	0.03%	291
2025 Q4	–	Sell	-4,082	Closed	-$99.2K	–	589
2025 Q3	$99.2K	Hold	4,082	–	–	0.03%	268
2025 Q2	$99K	Buy	4,082 +1,012	+33%	+$24.4K	0.03%	255
2025 Q1	$74.3K	Buy	3,070 +1,245	+68%	+$30K	0.03%	283
2024 Q4	$43.9K	Sell	1,825 -1,000	-35%	-$24.1K	0.02%	296
2024 Q3	$68.6K	Hold	2,825	–	–	0.03%	273
2024 Q2	$67.3K	Buy	2,825 +1,825	+183%	+$43.3K	0.03%	281
2024 Q1	$23.9K	Buy	+1,000	New	+$23.8K	0.01%	301

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

United Community Bank's IBDR Position: Q2 2026 in Review

United Community Bank reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 11% in Q2 2026, selling an estimated $10K and leaving 3,237 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #299.

United Community Bank first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $99.2K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

United Community Bank held 3,237 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $78.4K as of Q2 2026.
United Community Bank sold 415 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $10K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of United Community Bank's portfolio in Q2 2026, its #299 holding.
United Community Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
United Community Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $99.2K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.