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First United Bank & Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

First United Bank & Trust’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,307
Closed -$46.9K – 412
2024
Q4 		$46.9K Buy
+2,307
New +$47.7K 0.02% 227

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2025, closing a stake of 2,307 shares — an estimated $46.9K sold.

First United Bank & Trust first reported a position in IBDW in Q4 2024 and held it in 1 quarter. The position peaked at $46.9K in Q4 2024. 197 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 2,307 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $46.9K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • First United Bank & Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $46.9K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

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