Sandy Spring Bank’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29	Closed	-$3.02K	–	1261
2024 Q4	$3.02K	Hold	29	–	–	﹤0.01%	1016
2024 Q3	$3.11K	Hold	29	–	–	﹤0.01%	998
2024 Q2	$3.01K	Hold	29	–	–	﹤0.01%	1052
2024 Q1	$3.02K	Hold	29	–	–	﹤0.01%	1008
2023 Q4	$3.04K	Hold	29	–	–	﹤0.01%	975
2023 Q3	$2.94K	Buy	+29	New	+$2.96K	﹤0.01%	993
2022 Q3	–	Sell	-83	Closed	-$9K	–	1154
2022 Q2	$9K	Hold	83	–	–	﹤0.01%	852
2022 Q1	$9K	Hold	83	–	–	﹤0.01%	871
2021 Q4	$9K	Hold	83	–	–	﹤0.01%	922
2021 Q3	$9K	Buy	83 +1	+1%	+$116	﹤0.01%	893
2021 Q2	$10K	Hold	82	–	–	﹤0.01%	895
2021 Q1	$9K	Hold	82	–	–	﹤0.01%	805
2020 Q4	$10K	Buy	82 +1	+1%	+$117	﹤0.01%	750
2020 Q3	$10K	Hold	81	–	–	﹤0.01%	681
2020 Q2	$10K	Buy	81 +1	+1%	+$117	﹤0.01%	695
2020 Q1	$9K	Buy	+80	New	+$9.11K	﹤0.01%	682
2017 Q2	–	Sell	-300	Closed	-$33K	–	842
2017 Q1	$33K	Buy	+300	New	+$33K	﹤0.01%	516

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Sandy Spring Bank sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 29 shares — an estimated $3.02K sold.

Sandy Spring Bank first reported a position in GVI in Q1 2017 and held it in 17 quarters. The position peaked at $33K in Q1 2017. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

Sandy Spring Bank reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 29 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $3.02K.
Sandy Spring Bank first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 17 quarters.
Sandy Spring Bank's iShares Intermediate Government/Credit Bond ETF position peaked at $33K in Q1 2017.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

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