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First United Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First United Bank & Trust’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Sell
25
-50
-67% -$4.11K ﹤0.01% 407
2026
Q1 		$6.19K Sell
75
-10
-12% -$828 ﹤0.01% 343
2025
Q4 		$7.04K Hold
85
– – ﹤0.01% 335
2025
Q3 		$7.05K Hold
85
– – ﹤0.01% 354
2025
Q2 		$7.04K Hold
85
– – ﹤0.01% 324
2025
Q1 		$7.03K Hold
85
– – ﹤0.01% 330
2024
Q4 		$6.97K Sell
85
-60
-41% -$4.93K ﹤0.01% 330
2024
Q3 		$12.1K Sell
145
-190
-57% -$15.7K ﹤0.01% 303
2024
Q2 		$27.4K Sell
335
-270
-45% -$22K 0.01% 270
2024
Q1 		$49.5K Sell
605
-805
-57% -$65.9K 0.02% 239
2023
Q4 		$116K Buy
+1,410
New +$115K 0.05% 178
2023
Q3 		– Sell
-2,981
Closed -$242K – 144
2023
Q2 		$242K Sell
2,981
-1,899
-39% -$155K 0.11% 132
2023
Q1 		$401K Sell
4,880
-1,107
-18% -$90.2K 0.19% 109
2022
Q4 		$486K Buy
5,987
+505
+9% +$41K 0.24% 95
2022
Q3 		$445K Buy
+5,482
New +$451K 0.22% 97

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 67% in Q2 2026, selling an estimated $4.11K and leaving 25 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

First United Bank & Trust first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $486K in Q4 2022. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • First United Bank & Trust held 25 shares of iShares 1-3 Year Treasury Bond ETF worth $2.05K as of Q2 2026.
  • First United Bank & Trust sold 50 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.11K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #407 holding.
  • First United Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • First United Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $486K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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