First United Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First United Bank & Trust’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20	Closed	-$1.98K	–	421
2025 Q2	$1.98K	Hold	20	–	–	﹤0.01%	374
2025 Q1	$1.98K	Hold	20	–	–	﹤0.01%	384
2024 Q4	$1.94K	Hold	20	–	–	﹤0.01%	366
2024 Q3	$2.02K	Hold	20	–	–	﹤0.01%	365
2024 Q2	$1.94K	Hold	20	–	–	﹤0.01%	386
2024 Q1	$1.96K	Hold	20	–	–	﹤0.01%	401
2023 Q4	$1.99K	Buy	+20	New	+$1.9K	﹤0.01%	422
2022 Q2	–	Sell	-7,569	Closed	-$811K	–	150
2022 Q1	$811K	Hold	7,569	–	–	0.32%	79
2021 Q4	$863K	Sell	7,569 -75	-1%	-$8.58K	0.32%	86
2021 Q3	$878K	Sell	7,644 -2	-0%	-$232	0.36%	80
2021 Q2	$882K	Sell	7,646 -3,775	-33%	-$433K	0.37%	79
2021 Q1	$1.3M	Buy	+11,421	New	+$1.32M	0.56%	56

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First United Bank & Trust's AGG Position: Q3 2025 in Review

First United Bank & Trust sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 20 shares — an estimated $1.98K sold.

First United Bank & Trust first reported a position in AGG in Q1 2021 and held it in 12 quarters. The position peaked at $1.3M in Q1 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

First United Bank & Trust reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
First United Bank & Trust sold 20 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.98K.
First United Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 12 quarters.
First United Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $1.3M in Q1 2021.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on First United Bank & Trust's 13F filing for Q3 2025, filed 27 Oct 2025.