First United Bank & Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-535	Closed	-$14.4K	–	417
2024 Q4	$14.4K	Hold	535	–	–	0.01%	299
2024 Q3	$13.5K	Hold	535	–	–	﹤0.01%	298
2024 Q2	$11.6K	Hold	535	–	–	﹤0.01%	320
2024 Q1	$11.8K	Hold	535	–	–	﹤0.01%	340
2023 Q4	$12.2K	Buy	+535	New	+$11.5K	﹤0.01%	335
2018 Q4	–	Sell	-8,450	Closed	-$251K	–	122
2018 Q3	$251K	Buy	8,450 +115	+1%	+$3.32K	0.16%	109
2018 Q2	$230K	Buy	8,335 +760	+10%	+$20.9K	0.15%	106
2018 Q1	$205K	Buy	+7,575	New	+$215K	0.13%	106

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 535 shares — an estimated $14.4K sold.

First United Bank & Trust first reported a position in IYZ in Q1 2018 and held it in 8 quarters. The position peaked at $251K in Q3 2018. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

First United Bank & Trust reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
First United Bank & Trust sold 535 iShares US Telecommunications ETF shares in Q1 2025, an estimated $14.4K.
First United Bank & Trust first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 8 quarters.
First United Bank & Trust's iShares US Telecommunications ETF position peaked at $251K in Q3 2018.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

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