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First United Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

First United Bank & Trust’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,008
Closed -$48.3K – 410
2024
Q4 		$48.3K Buy
+2,008
New +$48.4K 0.02% 221

Other funds holding IBDR

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 2,008 shares — an estimated $48.3K sold.

First United Bank & Trust first reported a position in IBDR in Q4 2024 and held it in 1 quarter. The position peaked at $48.3K in Q4 2024. 391 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 2,008 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $48.3K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • First United Bank & Trust's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $48.3K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

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