Sandy Spring Bank’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$117K	Hold	1,483	–	–	﹤0.01%	428
2024 Q4	$117K	Hold	1,483	–	–	﹤0.01%	435
2024 Q3	$119K	Hold	1,483	–	–	﹤0.01%	438
2024 Q2	$114K	Hold	1,483	–	–	0.01%	438
2024 Q1	$115K	Hold	1,483	–	–	0.01%	437
2023 Q4	$115K	Hold	1,483	–	–	0.01%	424
2023 Q3	$109K	Hold	1,483	–	–	0.01%	426
2023 Q2	$111K	Hold	1,483	–	–	0.01%	425
2023 Q1	$112K	Hold	1,483	–	–	0.01%	419
2022 Q4	$109K	Sell	1,483 -75	-5%	-$5.53K	0.01%	414
2022 Q3	$111K	Hold	1,558	–	–	0.01%	394
2022 Q2	$115K	Hold	1,558	–	–	0.01%	388
2022 Q1	$128K	Buy	1,558 +75	+5%	+$6.27K	0.01%	390
2021 Q4	$129K	Hold	1,483	–	–	0.01%	398
2021 Q3	$130K	Hold	1,483	–	–	0.01%	381
2021 Q2	$131K	Hold	1,483	–	–	0.01%	383
2021 Q1	$129K	Hold	1,483	–	–	0.01%	365
2020 Q4	$129K	Hold	1,483	–	–	0.01%	353
2020 Q3	$124K	Hold	1,483	–	–	0.01%	341
2020 Q2	$121K	Hold	1,483	–	–	0.01%	340
2020 Q1	$114K	Buy	+1,483	New	+$125K	0.01%	328
2019 Q4	–	Sell	-34	Closed	-$3K	–	850
2019 Q3	$3K	Hold	34	–	–	﹤0.01%	807
2019 Q2	$3K	Hold	34	–	–	﹤0.01%	795
2019 Q1	$3K	Hold	34	–	–	﹤0.01%	744
2018 Q4	$3K	Buy	+34	New	+$2.85K	﹤0.01%	738
2018 Q1	–	Sell	-378	Closed	-$33K	–	848
2017 Q4	$33K	Sell	378 -27	-7%	-$2.37K	﹤0.01%	509
2017 Q3	$36K	Sell	405 -86	-18%	-$7.59K	﹤0.01%	487
2017 Q2	$43K	Sell	491 -178	-27%	-$15.7K	﹤0.01%	473
2017 Q1	$59K	Buy	669 +631	+1,661%	+$55.1K	0.01%	428
2016 Q4	$3K	Sell	38 -212	-85%	-$18.3K	﹤0.01%	794
2016 Q3	$22K	Sell	250 -663	-73%	-$57K	﹤0.01%	542
2016 Q2	$77K	Buy	+913	New	+$75.9K	0.01%	385
2015 Q4	–	Sell	-700	Closed	-$58K	–	945
2015 Q3	$58K	Hold	700	–	–	0.01%	422
2015 Q2	$62K	Sell	700 -170	-20%	-$15.4K	0.01%	436
2015 Q1	$78K	Hold	870	–	–	0.01%	393
2014 Q4	$78K	Hold	870	–	–	0.01%	353
2014 Q3	$80K	Sell	870 -100	-10%	-$9.35K	0.01%	356
2014 Q2	$92K	Buy	970 +100	+11%	+$9.45K	0.01%	338
2014 Q1	$82K	Buy	+870	New	+$81.6K	0.01%	324
2013 Q4	–	Sell	-870	Closed	-$80K	–	679
2013 Q3	$80K	Hold	870	–	–	0.01%	313
2013 Q2	$79K	Buy	+870	New	+$81.7K	0.01%	302

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

Sandy Spring Bank held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2025 at 1,483 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Sandy Spring Bank first reported a position in HYG in Q2 2013 and has held it in 41 quarters since. The position peaked at $131K in Q2 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Sandy Spring Bank held 1,483 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $117K as of Q1 2025.
Sandy Spring Bank left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #428 holding.
Sandy Spring Bank first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 41 quarters since.
Sandy Spring Bank's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $131K in Q2 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

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