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First United Bank & Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

First United Bank & Trust’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,904
Closed -$46.8K – 413
2024
Q4 		$46.8K Buy
+1,904
New +$47.6K 0.02% 228

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2025, closing a stake of 1,904 shares — an estimated $46.8K sold.

First United Bank & Trust first reported a position in IBDX in Q4 2024 and held it in 1 quarter. The position peaked at $46.8K in Q4 2024. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 1,904 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $46.8K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • First United Bank & Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $46.8K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

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