First United Bank & Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,004	Closed	-$48.5K	–	394
2025 Q1	$48.5K	Hold	2,004	–	–	0.02%	228
2024 Q4	$48K	Buy	+2,004	New	+$48.2K	0.02%	223

Other funds holding IBDS

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First United Bank & Trust's IBDS Position: Q2 2025 in Review

First United Bank & Trust sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2025, closing a stake of 2,004 shares — an estimated $48.5K sold.

First United Bank & Trust first reported a position in IBDS in Q4 2024 and held it in 2 quarters. The position peaked at $48.5K in Q1 2025. 373 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

First United Bank & Trust reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
First United Bank & Trust sold 2,004 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $48.5K.
First United Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
First United Bank & Trust's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $48.5K in Q1 2025.
373 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

Based on First United Bank & Trust's 13F filing for Q2 2025, filed 18 Jul 2025.