United Community Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	12,245 -335	-3%	-$8.11K	0.09%	162
2026 Q1	$305K	Buy	+12,580	New	+$305K	0.1%	148
2025 Q4	–	Sell	-12,630	Closed	-$307K	–	590
2025 Q3	$307K	Hold	12,630	–	–	0.1%	165
2025 Q2	$307K	Buy	12,630 +790	+7%	+$19.1K	0.1%	146
2025 Q1	$286K	Buy	+11,840	New	+$285K	0.11%	148
2024 Q4	–	Sell	-861	Closed	-$21K	–	409
2024 Q3	$21K	Hold	861	–	–	0.01%	317
2024 Q2	$20.4K	Hold	861	–	–	0.01%	329
2024 Q1	$20.5K	Buy	+861	New	+$20.5K	0.01%	306

Other funds holding IBDS

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

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

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

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

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

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

United Community Bank reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.7% in Q2 2026, selling an estimated $8.11K and leaving 12,245 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #162.

United Community Bank first reported a position in IBDS in Q1 2024 and has held it in 8 quarters since. The position peaked at $307K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

United Community Bank held 12,245 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $297K as of Q2 2026.
United Community Bank sold 335 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $8.11K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of United Community Bank's portfolio in Q2 2026, its #162 holding.
United Community Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
United Community Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $307K in Q3 2025.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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