United Community Bank’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.4K	Buy	+1,835	New	+$38.8K	0.01%	363
2025 Q4	–	Sell	-1,885	Closed	-$40K	–	593
2025 Q3	$40K	Hold	1,885	–	–	0.01%	351
2025 Q2	$39.7K	Buy	1,885 +920	+95%	+$19K	0.01%	323
2025 Q1	$20K	Buy	+965	New	+$19.8K	0.01%	353

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Community Bank's IBDW Position: Q1 2026 in Review

United Community Bank opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 1,835 shares worth $38.4K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: United Community Bank previously reported a position in IBDW as recently as Q3 2025.

United Community Bank first reported a position in IBDW in Q1 2025 and has held it in 4 quarters since. The position peaked at $40K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

United Community Bank held 1,835 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $38.4K as of Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new United Community Bank position in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #363 holding.
United Community Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
United Community Bank's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $40K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.