FUBT
IBDQ

First United Bank & Trust’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

First United Bank & Trust’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,937
Closed -$48.5K – 409
2024
Q4 		$48.5K Buy
+1,937
New +$48.5K 0.02% 220

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

First United Bank & Trust's IBDQ Position: Q1 2025 in Review

First United Bank & Trust sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 1,937 shares — an estimated $48.5K sold.

First United Bank & Trust first reported a position in IBDQ in Q4 2024 and held it in 1 quarter. The position peaked at $48.5K in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 1,937 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $48.5K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • First United Bank & Trust's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $48.5K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on First United Bank & Trust's 13F filing for Q1 2025, filed 15 Apr 2025.