Sandy Spring Bank’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9	Closed	-$1K	–	1220
2021 Q3	$1K	Buy	9 +1	+13%	+$115	﹤0.01%	1095
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	1104
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	966
2020 Q4	$1K	Buy	+8	New	+$926	﹤0.01%	920
2017 Q4	–	Sell	-572	Closed	-$60K	–	846
2017 Q3	$60K	Hold	572	–	–	0.01%	417
2017 Q2	$60K	Hold	572	–	–	0.01%	431
2017 Q1	$59K	Buy	+572	New	+$58.7K	0.01%	426

Other funds holding CORP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandy Spring Bank's CORP Position: Q4 2021 in Review

Sandy Spring Bank sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in CORP in Q1 2017 and held it in 7 quarters. The position peaked at $60K in Q3 2017. 143 funds tracked by Wall St. Rank hold CORP as of Q4 2021.

Sandy Spring Bank reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Sandy Spring Bank sold 9 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $1K.
Sandy Spring Bank first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2017 and held it in 7 quarters.
Sandy Spring Bank's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $60K in Q3 2017.
143 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.