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First United Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First United Bank & Trust’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.98M Buy
29,124
+8,864
+44% +$914K 0.86% 30
2026
Q1 		$2.1M Buy
20,260
+13,969
+222% +$1.44M 0.68% 40
2025
Q4 		$644K Sell
6,291
-3,490
-36% -$359K 0.21% 95
2025
Q3 		$1.01M Sell
9,781
-3,496
-26% -$361K 0.33% 72
2025
Q2 		$1.37M Buy
13,277
+11,197
+538% +$1.15M 0.48% 57
2025
Q1 		$215K Buy
2,080
+166
+9% +$16.9K 0.08% 140
2024
Q4 		$193K Buy
1,914
+308
+19% +$31K 0.07% 147
2024
Q3 		$163K Sell
1,606
-55
-3% -$5.51K 0.06% 157
2024
Q2 		$165K Buy
1,661
+399
+32% +$39.6K 0.06% 156
2024
Q1 		$125K Buy
1,262
+478
+61% +$47.2K 0.05% 174
2023
Q4 		$77.3K Buy
+784
New +$76.4K 0.03% 199
2023
Q2 		– Sell
-3,259
Closed -$323K – 147
2023
Q1 		$323K Sell
3,259
-1,346
-29% -$132K 0.15% 116
2022
Q4 		$446K Buy
4,605
+1,202
+35% +$117K 0.22% 100
2022
Q3 		$327K Sell
3,403
-1,194
-26% -$120K 0.16% 116
2022
Q2 		$466K Buy
+4,597
New +$475K 0.21% 103

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

First United Bank & Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 44% in Q2 2026, buying an estimated $914K and bringing the position to 29,124 shares worth $2.98M. The position accounts for 0.86% of the portfolio, ranked #30.

First United Bank & Trust first reported a position in STIP in Q2 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • First United Bank & Trust held 29,124 shares of iShares 0-5 Year TIPS Bond ETF worth $2.98M as of Q2 2026.
  • First United Bank & Trust bought 8,864 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $914K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.86% of First United Bank & Trust's portfolio in Q2 2026, its #30 holding.
  • First United Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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