FUBT
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First United Bank & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

First United Bank & Trust’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
10,852
+1,156
+12% +$128K 0.34% 62
2026
Q1 		$1.07M Buy
9,696
+3,269
+51% +$362K 0.35% 63
2025
Q4 		$706K Buy
6,427
+119
+2% +$13.2K 0.23% 91
2025
Q3 		$702K Sell
6,308
-142
-2% -$15.7K 0.23% 88
2025
Q2 		$710K Buy
6,450
+1,986
+44% +$217K 0.25% 81
2025
Q1 		$496K Buy
4,464
+844
+23% +$91.7K 0.19% 94
2024
Q4 		$386K Buy
3,620
+162
+5% +$17.5K 0.14% 108
2024
Q3 		$382K Buy
3,458
+108
+3% +$11.7K 0.14% 114
2024
Q2 		$358K Sell
3,350
-373
-10% -$39.7K 0.13% 116
2024
Q1 		$400K Buy
3,723
+47
+1% +$5.02K 0.15% 114
2023
Q4 		$395K Sell
3,676
-119
-3% -$12.4K 0.16% 113
2023
Q3 		$394K Buy
3,795
+325
+9% +$34.4K 0.18% 110
2023
Q2 		$373K Buy
3,470
+435
+14% +$47.4K 0.17% 115
2023
Q1 		$335K Sell
3,035
-150
-5% -$16.2K 0.16% 114
2022
Q4 		$339K Sell
3,185
-3,405
-52% -$364K 0.17% 111
2022
Q3 		$691K Sell
6,590
-4,675
-42% -$529K 0.35% 75
2022
Q2 		$1.28M Sell
11,265
-3,436
-23% -$407K 0.59% 52
2022
Q1 		$1.83M Sell
14,701
-4,502
-23% -$566K 0.72% 44
2021
Q4 		$2.48M Buy
19,203
+238
+1% +$30.7K 0.92% 34
2021
Q3 		$2.42M Sell
18,965
-161
-0.8% -$20.8K 0.99% 31
2021
Q2 		$2.45M Buy
19,126
+1,228
+7% +$156K 1.02% 29
2021
Q1 		$2.25M Buy
17,898
+4,001
+29% +$506K 0.96% 38
2020
Q4 		$1.77M Buy
13,897
+2,129
+18% +$269K 0.86% 41
2020
Q3 		$1.49M Sell
11,768
-1,328
-10% -$167K 0.83% 41
2020
Q2 		$1.61M Buy
13,096
+216
+2% +$26.3K 0.95% 38
2020
Q1 		$1.52M Buy
12,880
+606
+5% +$71.4K 1.08% 30
2019
Q4 		$1.43M Buy
12,274
+265
+2% +$30.8K 0.82% 45
2019
Q3 		$1.4M Buy
12,009
+637
+6% +$73.9K 0.88% 42
2019
Q2 		$1.31M Buy
11,372
+3,267
+40% +$372K 0.78% 53
2019
Q1 		$916K Sell
8,105
-748
-8% -$83K 0.56% 63
2018
Q4 		$969K Buy
8,853
+243
+3% +$26.5K 0.68% 57
2018
Q3 		$952K Buy
8,610
+22
+0.3% +$2.46K 0.6% 60
2018
Q2 		$969K Buy
8,588
+3,268
+61% +$367K 0.64% 60
2018
Q1 		$601K Buy
5,320
+2,580
+94% +$290K 0.4% 73
2017
Q4 		$313K Buy
+2,740
New +$312K 0.2% 94

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

First United Bank & Trust increased its iShares TIPS Bond ETF (TIP) stake by 12% in Q2 2026, buying an estimated $128K and bringing the position to 10,852 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #62.

First United Bank & Trust first reported a position in TIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.48M in Q4 2021. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • First United Bank & Trust held 10,852 shares of iShares TIPS Bond ETF worth $1.19M as of Q2 2026.
  • First United Bank & Trust bought 1,156 iShares TIPS Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares TIPS Bond ETF made up 0.34% of First United Bank & Trust's portfolio in Q2 2026, its #62 holding.
  • First United Bank & Trust first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • First United Bank & Trust's iShares TIPS Bond ETF position peaked at $2.48M in Q4 2021.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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