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First United Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First United Bank & Trust’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Sell
2,999
-525
-15% -$61.8K 0.1% 124
2026
Q1 		$418K Buy
3,524
+20
+0.6% +$2.39K 0.14% 110
2025
Q4 		$418K Sell
3,504
-385
-10% -$46.1K 0.13% 111
2025
Q3 		$465K Sell
3,889
-635
-14% -$75.5K 0.15% 109
2025
Q2 		$539K Buy
4,524
+1,128
+33% +$133K 0.19% 96
2025
Q1 		$401K Sell
3,396
-588
-15% -$68.5K 0.15% 103
2024
Q4 		$460K Buy
3,984
+1,509
+61% +$176K 0.17% 101
2024
Q3 		$296K Buy
2,475
+326
+15% +$38.5K 0.11% 132
2024
Q2 		$248K Sell
2,149
-108
-5% -$12.4K 0.09% 137
2024
Q1 		$261K Sell
2,257
-83
-4% -$9.63K 0.1% 138
2023
Q4 		$274K Buy
+2,340
New +$267K 0.11% 128
2020
Q3 		– Sell
-1,637
Closed -$219K – 127
2020
Q2 		$219K Buy
+1,637
New +$218K 0.13% 115

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q2 2026, selling an estimated $61.8K and leaving 2,999 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #124.

First United Bank & Trust first reported a position in IEI in Q2 2020 and has held it in 12 quarters since. The position peaked at $539K in Q2 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • First United Bank & Trust held 2,999 shares of iShares 3-7 Year Treasury Bond ETF worth $352K as of Q2 2026.
  • First United Bank & Trust sold 525 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $61.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.1% of First United Bank & Trust's portfolio in Q2 2026, its #124 holding.
  • First United Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • First United Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $539K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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