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 Q2	$245K	Sell	11,070 -450	-4%	-$9.98K	0.08%	189
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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

United Community Bank reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.9% in Q2 2026, selling an estimated $9.98K and leaving 11,070 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #189.

United Community Bank first reported a position in IBTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $258K in Q3 2025. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

United Community Bank held 11,070 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $245K as of Q2 2026.
United Community Bank sold 450 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $9.98K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.08% of United Community Bank's portfolio in Q2 2026, its #189 holding.
United Community Bank first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
United Community Bank's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $258K in Q3 2025.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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