UCB
IBDZ

United Community Bank’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

United Community Bank’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2K Buy
+1,465
New +$38.6K 0.01% 365
2025
Q4 		– Sell
-1,515
Closed -$40.1K – 651
2025
Q3 		$40.1K Hold
1,515
– – 0.01% 350
2025
Q2 		$39.6K Buy
1,515
+740
+95% +$18.9K 0.01% 324
2025
Q1 		$20K Buy
+775
New +$19.8K 0.01% 356

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Community Bank opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q1 2026: 1,465 shares worth $38.2K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: United Community Bank previously reported a position in IBDZ as recently as Q3 2025.

United Community Bank first reported a position in IBDZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $40.1K in Q3 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • United Community Bank held 1,465 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $38.2K as of Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new United Community Bank position in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #365 holding.
  • United Community Bank first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • United Community Bank's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $40.1K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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