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 Q2	$38.2K	Hold	1,835	–	–	0.01%	345
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

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

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

United Community Bank held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 1,835 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #345.

United Community Bank first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $40K in Q3 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

United Community Bank held 1,835 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $38.2K as of Q2 2026.
United Community Bank left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of United Community Bank's portfolio in Q2 2026, its #345 holding.
United Community Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
United Community Bank's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $40K in Q3 2025.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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