Sandy Spring Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sandy Spring Bank’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$100K	Hold	1,311	–	–	﹤0.01%	444
2024 Q4	$98K	Sell	1,311 -24	-2%	-$1.82K	﹤0.01%	457
2024 Q3	$105K	Hold	1,335	–	–	﹤0.01%	452
2024 Q2	$100K	Hold	1,335	–	–	﹤0.01%	454
2024 Q1	$101K	Sell	1,335 -2,194	-62%	-$165K	﹤0.01%	466
2023 Q4	$270K	Buy	3,529 +3,259	+1,207%	+$239K	0.01%	333
2023 Q3	$19.5K	Hold	270	–	–	﹤0.01%	714
2023 Q2	$20.3K	Sell	270 -14	-5%	-$1.07K	﹤0.01%	711
2023 Q1	$21.8K	Hold	284	–	–	﹤0.01%	682
2022 Q4	$21.1K	Hold	284	–	–	﹤0.01%	687
2022 Q3	$21K	Hold	284	–	–	﹤0.01%	658
2022 Q2	$22K	Hold	284	–	–	﹤0.01%	673
2022 Q1	$23K	Hold	284	–	–	﹤0.01%	682
2021 Q4	$25K	Hold	284	–	–	﹤0.01%	709
2021 Q3	$25K	Hold	284	–	–	﹤0.01%	714
2021 Q2	$26K	Hold	284	–	–	﹤0.01%	711
2021 Q1	$25K	Hold	284	–	–	﹤0.01%	634
2020 Q4	$26K	Hold	284	–	–	﹤0.01%	598
2020 Q3	$27K	Hold	284	–	–	﹤0.01%	551
2020 Q2	$26K	Hold	284	–	–	﹤0.01%	562
2020 Q1	$25K	Buy	+284	New	+$25.2K	﹤0.01%	535
2017 Q1	–	Sell	-337	Closed	-$28K	–	829
2016 Q4	$28K	Buy	+337	New	+$28.6K	﹤0.01%	524
2016 Q3	–	Sell	-658	Closed	-$58K	–	837
2016 Q2	$58K	Hold	658	–	–	0.01%	420
2016 Q1	$57K	Buy	+658	New	+$55.8K	0.01%	422

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Sandy Spring Bank held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2025 at 1,311 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Sandy Spring Bank first reported a position in BIV in Q1 2016 and has held it in 24 quarters since. The position peaked at $270K in Q4 2023. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Sandy Spring Bank held 1,311 shares of Vanguard Intermediate-Term Bond ETF worth $100K as of Q1 2025.
Sandy Spring Bank left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2025.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #444 holding.
Sandy Spring Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and has held it in 24 quarters since.
Sandy Spring Bank's Vanguard Intermediate-Term Bond ETF position peaked at $270K in Q4 2023.
922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

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