First United Bank & Trust’s iShares Bitcoin Trust IBIT Stock Holding History

First United Bank & Trust’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	6,594 +4,030	+157%	+$164K	0.06%	149
2026 Q1	$98.5K	Sell	2,564 -1,855	-42%	-$80.3K	0.03%	191
2025 Q4	$219K	Sell	4,419 -13,410	-75%	-$762K	0.07%	145
2025 Q3	$1.16M	Sell	17,829 -472	-3%	-$30.7K	0.38%	62
2025 Q2	$1.12M	Sell	18,301 -2,779	-13%	-$156K	0.39%	63
2025 Q1	$987K	Sell	21,080 -5,415	-20%	-$287K	0.37%	64
2024 Q4	$1.41M	Buy	26,495 +2,985	+13%	+$141K	0.51%	55
2024 Q3	$849K	Buy	23,510 +3,780	+19%	+$131K	0.31%	75
2024 Q2	$674K	Buy	19,730 +3,860	+24%	+$144K	0.25%	85
2024 Q1	$642K	Buy	+15,870	New	+$495K	0.24%	88

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

First United Bank & Trust's IBIT Position: Q2 2026 in Review

First United Bank & Trust increased its iShares Bitcoin Trust (IBIT) stake by 157% in Q2 2026, buying an estimated $164K and bringing the position to 6,594 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #149.

First United Bank & Trust first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2024. 677 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

First United Bank & Trust held 6,594 shares of iShares Bitcoin Trust worth $220K as of Q2 2026.
First United Bank & Trust bought 4,030 iShares Bitcoin Trust shares in Q2 2026, an estimated $164K.
iShares Bitcoin Trust made up 0.06% of First United Bank & Trust's portfolio in Q2 2026, its #149 holding.
First United Bank & Trust first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
First United Bank & Trust's iShares Bitcoin Trust position peaked at $1.41M in Q4 2024.
677 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.