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United Community Bank’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

United Community Bank’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.4K Buy
+1,485
New +$38.8K 0.01% 364
2025
Q4 		– Sell
-1,535
Closed -$40.3K – 596
2025
Q3 		$40.3K Hold
1,535
– – 0.01% 347
2025
Q2 		$39.8K Buy
1,535
+750
+96% +$19K 0.01% 321
2025
Q1 		$20.1K Buy
+785
New +$19.9K 0.01% 352

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

United Community Bank opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026: 1,485 shares worth $38.4K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: United Community Bank previously reported a position in IBDY as recently as Q3 2025.

United Community Bank first reported a position in IBDY in Q1 2025 and has held it in 4 quarters since. The position peaked at $40.3K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • United Community Bank held 1,485 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $38.4K as of Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new United Community Bank position in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #364 holding.
  • United Community Bank first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • United Community Bank's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $40.3K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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