United Community Bank’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Sell	8,005 -505	-6%	-$9.89K	0.05%	226
2026 Q1	$168K	Buy	+8,510	New	+$169K	0.06%	218
2025 Q4	–	Sell	-13,060	Closed	-$260K	–	599
2025 Q3	$260K	Hold	13,060	–	–	0.08%	186
2025 Q2	$259K	Hold	13,060	–	–	0.09%	168
2025 Q1	$257K	Buy	+13,060	New	+$253K	0.1%	158

Other funds holding IBTK

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

United Community Bank reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 5.9% in Q2 2026, selling an estimated $9.89K and leaving 8,005 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #226.

United Community Bank first reported a position in IBTK in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

United Community Bank held 8,005 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $156K as of Q2 2026.
United Community Bank sold 505 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $9.89K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of United Community Bank's portfolio in Q2 2026, its #226 holding.
United Community Bank first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
United Community Bank's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $260K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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