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First United Bank & Trust’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

First United Bank & Trust’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,913
Closed -$48.3K – 395
2025
Q1 		$48.3K Hold
1,913
– – 0.02% 229
2024
Q4 		$47.6K Buy
+1,913
New +$48K 0.02% 224

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2025, closing a stake of 1,913 shares — an estimated $48.3K sold.

First United Bank & Trust first reported a position in IBDT in Q4 2024 and held it in 2 quarters. The position peaked at $48.3K in Q1 2025. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • First United Bank & Trust sold 1,913 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $48.3K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • First United Bank & Trust's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $48.3K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

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