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Sandy Spring Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sandy Spring Bank’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.87M Buy
18,899
+482
+3% +$47.1K 0.08% 179
2024
Q4 		$1.78M Sell
18,417
-4,489
-20% -$442K 0.07% 182
2024
Q3 		$2.32M Buy
22,906
+661
+3% +$65.9K 0.1% 166
2024
Q2 		$2.16M Buy
22,245
+1,018
+5% +$98.3K 0.1% 161
2024
Q1 		$2.08M Sell
21,227
-9,102
-30% -$891K 0.09% 165
2023
Q4 		$3.01M Buy
30,329
+29,018
+2,213% +$2.76M 0.15% 133
2023
Q3 		$123K Sell
1,311
-46
-3% -$4.43K 0.01% 405
2023
Q2 		$133K Buy
1,357
+676
+99% +$66.8K 0.01% 412
2023
Q1 		$67.8K Hold
681
– – ﹤0.01% 482
2022
Q4 		$66K Sell
681
-200
-23% -$19.3K ﹤0.01% 481
2022
Q3 		$84K Buy
881
+1
+0.1% +$101 0.01% 437
2022
Q2 		$89K Sell
880
-138
-14% -$14.2K 0.01% 430
2022
Q1 		$109K Buy
1,018
+223
+28% +$24.5K 0.01% 412
2021
Q4 		$90K Hold
795
– – ﹤0.01% 459
2021
Q3 		$92K Sell
795
-301
-27% -$34.9K ﹤0.01% 440
2021
Q2 		$126K Buy
1,096
+373
+52% +$42.7K 0.01% 388
2021
Q1 		$82K Hold
723
– – ﹤0.01% 434
2020
Q4 		$85K Hold
723
– – 0.01% 407
2020
Q3 		$85K Hold
723
– – 0.01% 386
2020
Q2 		$85K Hold
723
– – 0.01% 381
2020
Q1 		$84K Buy
723
+138
+24% +$15.7K 0.01% 364
2019
Q4 		$66K Hold
585
– – ﹤0.01% 430
2019
Q3 		$66K Buy
585
+200
+52% +$22.5K 0.01% 431
2019
Q2 		$43K Hold
385
– – ﹤0.01% 482
2019
Q1 		$42K Sell
385
-426
-53% -$45.7K ﹤0.01% 468
2018
Q4 		$87K Sell
811
-1,716
-68% -$180K 0.01% 375
2018
Q3 		$266K Sell
2,527
-935
-27% -$99.2K 0.02% 272
2018
Q2 		$368K Sell
3,462
-814
-19% -$86.3K 0.03% 249
2018
Q1 		$459K Buy
4,276
+1,331
+45% +$143K 0.04% 232
2017
Q4 		$322K Buy
2,945
+165
+6% +$18K 0.03% 248
2017
Q3 		$304K Sell
2,780
-271
-9% -$29.7K 0.03% 257
2017
Q2 		$334K Sell
3,051
-150
-5% -$16.4K 0.03% 249
2017
Q1 		$348K Buy
3,201
+100
+3% +$10.8K 0.03% 242
2016
Q4 		$335K Sell
3,101
-100
-3% -$11K 0.03% 246
2016
Q3 		$360K Buy
3,201
+50
+2% +$5.62K 0.04% 237
2016
Q2 		$355K Sell
3,151
-250
-7% -$27.8K 0.04% 237
2016
Q1 		$377K Sell
3,401
-250
-7% -$27.4K 0.04% 229
2015
Q4 		$394K Sell
3,651
-70
-2% -$7.62K 0.05% 227
2015
Q3 		$407K Sell
3,721
-140
-4% -$15.3K 0.05% 228
2015
Q2 		$420K Sell
3,861
-300
-7% -$33K 0.05% 231
2015
Q1 		$464K Buy
4,161
+836
+25% +$92.9K 0.05% 222
2014
Q4 		$367K Buy
3,325
+600
+22% +$66K 0.04% 222
2014
Q3 		$297K Hold
2,725
– – 0.04% 247
2014
Q2 		$298K Buy
2,725
+2,475
+990% +$269K 0.04% 244
2014
Q1 		$27K Buy
+250
New +$26.9K ﹤0.01% 445

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sandy Spring Bank's AGG Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q1 2025, buying an estimated $47.1K and bringing the position to 18,899 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #179.

Sandy Spring Bank first reported a position in AGG in Q1 2014 and has held it in 45 quarters since. The position peaked at $3.01M in Q4 2023. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Sandy Spring Bank held 18,899 shares of iShares Core US Aggregate Bond ETF worth $1.87M as of Q1 2025.
  • Sandy Spring Bank bought 482 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $47.1K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Sandy Spring Bank's portfolio in Q1 2025, its #179 holding.
  • Sandy Spring Bank first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 45 quarters since.
  • Sandy Spring Bank's iShares Core US Aggregate Bond ETF position peaked at $3.01M in Q4 2023.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.