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First United Bank & Trust’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

First United Bank & Trust’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,855
Closed -$46.6K – 414
2024
Q4 		$46.6K Buy
+1,855
New +$47.5K 0.02% 231

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2025, closing a stake of 1,855 shares — an estimated $46.6K sold.

First United Bank & Trust first reported a position in IBDY in Q4 2024 and held it in 1 quarter. The position peaked at $46.6K in Q4 2024. 114 funds tracked by Wall St. Rank hold IBDY as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 1,855 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2025, an estimated $46.6K.
  • First United Bank & Trust first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • First United Bank & Trust's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $46.6K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2025.

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