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First United Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

First United Bank & Trust’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,080
Closed -$48.1K – 396
2025
Q1 		$48.1K Hold
2,080
– – 0.02% 230
2024
Q4 		$47.4K Buy
+2,080
New +$47.9K 0.02% 225

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2025, closing a stake of 2,080 shares — an estimated $48.1K sold.

First United Bank & Trust first reported a position in IBDU in Q4 2024 and held it in 2 quarters. The position peaked at $48.1K in Q1 2025. 307 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • First United Bank & Trust sold 2,080 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2025, an estimated $48.1K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • First United Bank & Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $48.1K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

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