United Community Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.5K	Sell	2,198 -95	-4%	-$2.4K	0.02%	321
2026 Q1	$58.1K	Buy	+2,293	New	+$58.3K	0.02%	327
2025 Q4	–	Sell	-2,343	Closed	-$59.8K	–	591
2025 Q3	$59.8K	Hold	2,343	–	–	0.02%	316
2025 Q2	$59.6K	Buy	2,343 +1,548	+195%	+$39K	0.02%	291
2025 Q1	$20.1K	Buy	+795	New	+$19.9K	0.01%	351

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

United Community Bank reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.1% in Q2 2026, selling an estimated $2.4K and leaving 2,198 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #321.

United Community Bank first reported a position in IBDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $59.8K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

United Community Bank held 2,198 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $55.5K as of Q2 2026.
United Community Bank sold 95 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.4K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of United Community Bank's portfolio in Q2 2026, its #321 holding.
United Community Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
United Community Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $59.8K in Q3 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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