SSB
IBDM

Sandy Spring Bank’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Sandy Spring Bank’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-115,640
Closed -$2.86M – 1276
2021
Q3 		$2.86M Sell
115,640
-21,760
-16% -$538K 0.15% 130
2021
Q2 		$3.4M Sell
137,400
-746
-0.5% -$18.5K 0.18% 118
2021
Q1 		$3.43M Sell
138,146
-3,934
-3% -$97.8K 0.2% 115
2020
Q4 		$3.54M Buy
142,080
+3,410
+2% +$85.2K 0.22% 113
2020
Q3 		$3.47M Buy
138,670
+22,475
+19% +$564K 0.24% 103
2020
Q2 		$2.92M Buy
116,195
+10,585
+10% +$265K 0.22% 110
2020
Q1 		$2.6M Buy
105,610
+12,260
+13% +$304K 0.24% 104
2019
Q4 		$2.33M Buy
93,350
+14,405
+18% +$360K 0.17% 134
2019
Q3 		$1.97M Buy
78,945
+7,925
+11% +$198K 0.15% 139
2019
Q2 		$1.77M Buy
71,020
+12,060
+20% +$298K 0.14% 150
2019
Q1 		$1.46M Buy
58,960
+15,690
+36% +$385K 0.12% 161
2018
Q4 		$1.05M Buy
43,270
+11,215
+35% +$272K 0.1% 166
2018
Q3 		$781K Buy
32,055
+14,505
+83% +$353K 0.06% 197
2018
Q2 		$428K Buy
+17,550
New +$428K 0.04% 242

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Sandy Spring Bank sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 115,640 shares — an estimated $2.86M sold.

Sandy Spring Bank first reported a position in IBDM in Q2 2018 and held it in 14 quarters. The position peaked at $3.54M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 115,640 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.86M.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2018 and held it in 14 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3.54M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

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