Keith Sanders

@First United Bank & Trust

Latest period2024 - Q4

Reported2d ago

Managed Assets$275.325M

Total holdings377

Assets growth rate-1.08%

Assets growth rate (2-Q avg)1.26%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of First United Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 275.325M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 1.26%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SWSmurfit Westrock Plc Ordinary Shares Recent Activity New Position	0.02%	$51,598 958 shares@ $53.87 avg price	New Position
IBDQIshares Ibonds Dec 2025 Corp Etf Recent Activity New Position	0.02%	$48,522 1,937 shares@ $25.06 avg price	New Position
IBDRIshares Trust Ibonds Dec 2026 Term Corporate Etf Recent Activity New Position	0.02%	$48,333 2,008 shares@ $24.08 avg price	New Position
IBDSIshares Trust Ibonds Dec 2027 Term Corporate Etf Recent Activity New Position	0.02%	$48,016 2,004 shares@ $23.97 avg price	New Position
IBDTIshares Trust Ibonds Dec 2028 Term Corporate Etf Recent Activity New Position	0.02%	$47,634 1,913 shares@ $24.91 avg price	New Position
IBDUIshares Trust Ibonds Dec 2029 Term Corporate Etf Recent Activity New Position	0.02%	$47,424 2,080 shares@ $22.8 avg price	New Position
IBDVIshares Trust Ibonds Dec 2030 Term Corporate Etf Recent Activity New Position	0.02%	$47,184 2,209 shares@ $21.36 avg price	New Position
IBDWIshares Trust Ibonds Dec 2031 Term Corporate Etf Recent Activity New Position	0.02%	$46,947 2,307 shares@ $20.35 avg price	New Position
IBDXIshares Trust Ibonds Dec 2032 Term Corporate Etf Recent Activity New Position	0.02%	$46,800 1,904 shares@ $24.58 avg price	New Position
IBDYIshares Trust Ibonds Dec 2033 Term Corporate Etf Recent Activity New Position	0.02%	$46,561 1,855 shares@ $25.11 avg price	New Position