United Community Bank’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Buy	+11,520	New	+$257K	0.09%	176
2025 Q4	–	Sell	-11,520	Closed	-$258K	–	598
2025 Q3	$258K	Hold	11,520	–	–	0.08%	187
2025 Q2	$258K	Hold	11,520	–	–	0.09%	170
2025 Q1	$256K	Buy	+11,520	New	+$254K	0.1%	159
2024 Q4	–	Sell	-6,765	Closed	-$152K	–	413
2024 Q3	$152K	Hold	6,765	–	–	0.06%	208
2024 Q2	$148K	Buy	6,765 +235	+4%	+$5.1K	0.06%	215
2024 Q1	$143K	Buy	+6,530	New	+$144K	0.06%	218

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

United Community Bank opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026: 11,520 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #176 among its holdings. This is a return to the name: United Community Bank previously reported a position in IBTI as recently as Q3 2025.

United Community Bank first reported a position in IBTI in Q1 2024 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

United Community Bank held 11,520 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $257K as of Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new United Community Bank position in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.09% of United Community Bank's portfolio in Q1 2026, its #176 holding.
United Community Bank first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 7 quarters since.
United Community Bank's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $258K in Q3 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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