United Community Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Sell	12,650 -500	-4%	-$11.6K	0.09%	164
2026 Q1	$306K	Buy	+13,150	New	+$308K	0.1%	146
2025 Q4	–	Sell	-13,200	Closed	-$310K	–	595
2025 Q3	$310K	Hold	13,200	–	–	0.1%	163
2025 Q2	$308K	Buy	13,200 +820	+7%	+$18.9K	0.11%	145
2025 Q1	$286K	Buy	+12,380	New	+$284K	0.11%	147
2024 Q4	–	Sell	-1,075	Closed	-$25.3K	–	410
2024 Q3	$25.3K	Hold	1,075	–	–	0.01%	300
2024 Q2	$24.4K	Buy	1,075 +35	+3%	+$790	0.01%	320
2024 Q1	$23.7K	Buy	+1,040	New	+$23.7K	0.01%	302

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

United Community Bank reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.8% in Q2 2026, selling an estimated $11.6K and leaving 12,650 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #164.

United Community Bank first reported a position in IBDU in Q1 2024 and has held it in 8 quarters since. The position peaked at $310K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

United Community Bank held 12,650 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $293K as of Q2 2026.
United Community Bank sold 500 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $11.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of United Community Bank's portfolio in Q2 2026, its #164 holding.
United Community Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
United Community Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $310K in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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