United Community Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.4K	Hold	2,220	–	–	0.02%	328
2026 Q1	$48.6K	Buy	+2,220	New	+$49K	0.02%	343
2025 Q4	–	Sell	-2,270	Closed	-$50.3K	–	592
2025 Q3	$50.3K	Hold	2,270	–	–	0.02%	328
2025 Q2	$49.9K	Buy	2,270 +880	+63%	+$19.1K	0.02%	308
2025 Q1	$30.2K	Buy	+1,390	New	+$29.9K	0.01%	331

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

United Community Bank held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 2,220 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #328.

United Community Bank first reported a position in IBDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $50.3K in Q3 2025. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

United Community Bank held 2,220 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $48.4K as of Q2 2026.
United Community Bank left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of United Community Bank's portfolio in Q2 2026, its #328 holding.
United Community Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
United Community Bank's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $50.3K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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