Sandy Spring Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-53	Closed	-$3.56K	–	1182
2023 Q3	$3.56K	Hold	53	–	–	﹤0.01%	970
2023 Q2	$3.97K	Buy	+53	New	+$3.98K	﹤0.01%	995

Other funds holding BLV

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sandy Spring Bank's BLV Position: Q4 2023 in Review

Sandy Spring Bank sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 53 shares — an estimated $3.56K sold.

Sandy Spring Bank first reported a position in BLV in Q2 2023 and held it in 2 quarters. The position peaked at $3.97K in Q2 2023. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Sandy Spring Bank reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 53 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $3.56K.
Sandy Spring Bank first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 2 quarters.
Sandy Spring Bank's Vanguard Long-Term Bond ETF position peaked at $3.97K in Q2 2023.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.