Sandy Spring Bank’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$139K	Sell	6,046 -855	-12%	-$19.4K	0.01%	411
2024 Q4	$159K	Hold	6,901	–	–	0.01%	399
2024 Q3	$162K	Buy	6,901 +201	+3%	+$4.65K	0.01%	405
2024 Q2	$151K	Buy	6,700 +50	+0.8%	+$1.12K	0.01%	401
2024 Q1	$151K	Buy	6,650 +1,591	+31%	+$36.2K	0.01%	396
2023 Q4	$117K	Sell	5,059 -279	-5%	-$6.21K	0.01%	422
2023 Q3	$118K	Buy	5,338 +4,550	+577%	+$102K	0.01%	415
2023 Q2	$18K	Hold	788	–	–	﹤0.01%	735
2023 Q1	$18.4K	Buy	788 +313	+66%	+$7.23K	﹤0.01%	713
2022 Q4	$10.8K	Hold	475	–	–	﹤0.01%	806
2022 Q3	$11K	Buy	+475	New	+$11.3K	﹤0.01%	780
2022 Q2	–	Sell	-27	Closed	-$1K	–	1150
2022 Q1	$1K	Buy	+27	New	+$691	﹤0.01%	1090
2021 Q1	–	Sell	-27	Closed	-$1K	–	1012
2020 Q4	$1K	Buy	+27	New	+$745	﹤0.01%	924
2018 Q3	–	Sell	-20	Closed	–	–	783
2018 Q2	$0	Buy	+20	New	+$490	﹤0.01%	783

Other funds holding GOVT

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q1 2025, selling an estimated $19.4K and leaving 6,046 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #411.

Sandy Spring Bank first reported a position in GOVT in Q2 2018 and has held it in 14 quarters since. The position peaked at $162K in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

Sandy Spring Bank held 6,046 shares of iShares US Treasury Bond ETF worth $139K as of Q1 2025.
Sandy Spring Bank sold 855 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $19.4K.
iShares US Treasury Bond ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #411 holding.
Sandy Spring Bank first reported a position in iShares US Treasury Bond ETF in Q2 2018 and has held it in 14 quarters since.
Sandy Spring Bank's iShares US Treasury Bond ETF position peaked at $162K in Q3 2024.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

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