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First United Bank & Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

First United Bank & Trust’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Buy
10,320
+539
+6% +$28.3K 0.16% 104
2026
Q1 		$514K Buy
9,781
+2,182
+29% +$115K 0.17% 99
2025
Q4 		$402K Sell
7,599
-205
-3% -$10.9K 0.13% 112
2025
Q3 		$414K Buy
7,804
+85
+1% +$4.49K 0.13% 113
2025
Q2 		$407K Buy
7,719
+147
+2% +$7.68K 0.14% 107
2025
Q1 		$397K Sell
7,572
-664
-8% -$34.5K 0.15% 104
2024
Q4 		$426K Sell
8,236
-1,320
-14% -$68.6K 0.15% 105
2024
Q3 		$503K Sell
9,556
-255
-3% -$13.3K 0.18% 96
2024
Q2 		$503K Sell
9,811
-480
-5% -$24.5K 0.19% 101
2024
Q1 		$528K Sell
10,291
-191
-2% -$9.77K 0.2% 100
2023
Q4 		$537K Sell
10,482
-909
-8% -$45.6K 0.21% 96
2023
Q3 		$568K Sell
11,391
-3,322
-23% -$166K 0.26% 90
2023
Q2 		$738K Sell
14,713
-1,989
-12% -$100K 0.33% 79
2023
Q1 		$844K Sell
16,702
-4,789
-22% -$240K 0.4% 71
2022
Q4 		$1.07M Sell
21,491
-577
-3% -$28.6K 0.52% 57
2022
Q3 		$1.09M Buy
22,068
+3,291
+18% +$166K 0.55% 56
2022
Q2 		$949K Buy
18,777
+3,558
+23% +$181K 0.44% 67
2022
Q1 		$787K Sell
15,219
-5,078
-25% -$268K 0.31% 82
2021
Q4 		$1.09M Sell
20,297
-17,329
-46% -$938K 0.4% 71
2021
Q3 		$2.06M Sell
37,626
-4,835
-11% -$265K 0.84% 40
2021
Q2 		$2.33M Sell
42,461
-24,048
-36% -$1.32M 0.97% 33
2021
Q1 		$3.64M Sell
66,509
-1,039
-2% -$57.1K 1.55% 15
2020
Q4 		$3.73M Buy
67,548
+8,871
+15% +$488K 1.8% 12
2020
Q3 		$3.22M Buy
58,677
+18,457
+46% +$1.01M 1.8% 14
2020
Q2 		$2.2M Buy
40,220
+9,838
+32% +$530K 1.3% 21
2020
Q1 		$1.59M Sell
30,382
-2,270
-7% -$121K 1.14% 26
2019
Q4 		$1.75M Buy
32,652
+805
+3% +$43.2K 1.01% 33
2019
Q3 		$1.71M Buy
31,847
+1,041
+3% +$55.7K 1.07% 31
2019
Q2 		$1.65M Sell
30,806
-595
-2% -$31.5K 0.97% 39
2019
Q1 		$1.66M Buy
31,401
+180
+0.6% +$9.39K 1.02% 36
2018
Q4 		$1.61M Buy
31,221
+3,530
+13% +$182K 1.13% 30
2018
Q3 		$1.44M Buy
27,691
+3,305
+14% +$171K 0.9% 46
2018
Q2 		$1.26M Buy
24,386
+1,720
+8% +$89.2K 0.84% 50
2018
Q1 		$1.18M Buy
22,666
+874
+4% +$45.5K 0.77% 55
2017
Q4 		$1.14M Buy
21,792
+1,912
+10% +$100K 0.74% 54
2017
Q3 		$1.05M Buy
19,880
+470
+2% +$24.8K 0.7% 56
2017
Q2 		$1.02M Buy
19,410
+890
+5% +$46.8K 0.69% 55
2017
Q1 		$974K Buy
18,520
+2,380
+15% +$125K 0.68% 53
2016
Q4 		$847K Sell
16,140
-360
-2% -$18.9K 0.64% 58
2016
Q3 		$873K Buy
16,500
+580
+4% +$30.7K 0.72% 48
2016
Q2 		$844K Buy
15,920
+2,130
+15% +$112K 0.73% 50
2016
Q1 		$727K Buy
13,790
+3,240
+31% +$170K 0.67% 53
2015
Q4 		$552K Buy
10,550
+5,222
+98% +$274K 0.5% 64
2015
Q3 		$280K Buy
+5,328
New +$280K 0.27% 82

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

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

First United Bank & Trust increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 10,320 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #104.

First United Bank & Trust first reported a position in IGSB in Q3 2015 and has held it in 44 quarters since. The position peaked at $3.73M in Q4 2020. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • First United Bank & Trust held 10,320 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $541K as of Q2 2026.
  • First United Bank & Trust bought 539 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of First United Bank & Trust's portfolio in Q2 2026, its #104 holding.
  • First United Bank & Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 44 quarters since.
  • First United Bank & Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.73M in Q4 2020.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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