United Community Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Sell	5,715 -220	-4%	-$5.03K	0.04%	247
2026 Q1	$136K	Buy	+5,935	New	+$136K	0.05%	239
2025 Q4	–	Sell	-11,170	Closed	-$256K	–	597
2025 Q3	$256K	Hold	11,170	–	–	0.08%	188
2025 Q2	$256K	Hold	11,170	–	–	0.09%	171
2025 Q1	$256K	Buy	+11,170	New	+$255K	0.1%	160
2024 Q4	–	Sell	-2,992	Closed	-$69K	–	412
2024 Q3	$69K	Hold	2,992	–	–	0.03%	272
2024 Q2	$67.8K	Buy	2,992 +89	+3%	+$2.01K	0.03%	280
2024 Q1	$65.9K	Buy	+2,903	New	+$66.1K	0.03%	266

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

United Community Bank reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.7% in Q2 2026, selling an estimated $5.03K and leaving 5,715 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #247.

United Community Bank first reported a position in IBTG in Q1 2024 and has held it in 8 quarters since. The position peaked at $256K in Q3 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

United Community Bank held 5,715 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $131K as of Q2 2026.
United Community Bank sold 220 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $5.03K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of United Community Bank's portfolio in Q2 2026, its #247 holding.
United Community Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
United Community Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $256K in Q3 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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