SSB
IBDN

Sandy Spring Bank’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sandy Spring Bank’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-146,439
Closed -$3.67M – 1242
2022
Q3 		$3.67M Sell
146,439
-54,180
-27% -$1.35M 0.23% 108
2022
Q2 		$5.02M Sell
200,619
-8,681
-4% -$217K 0.3% 86
2022
Q1 		$5.24M Sell
209,300
-6,485
-3% -$163K 0.27% 92
2021
Q4 		$5.42M Buy
215,785
+6,900
+3% +$174K 0.26% 94
2021
Q3 		$5.29M Buy
208,885
+21,510
+11% +$545K 0.28% 89
2021
Q2 		$4.76M Buy
187,375
+12,724
+7% +$323K 0.25% 98
2021
Q1 		$4.45M Buy
174,651
+4,936
+3% +$126K 0.26% 97
2020
Q4 		$4.34M Buy
169,715
+17,665
+12% +$452K 0.26% 96
2020
Q3 		$3.9M Buy
152,050
+31,750
+26% +$814K 0.27% 96
2020
Q2 		$3.09M Buy
120,300
+16,400
+16% +$417K 0.23% 105
2020
Q1 		$2.58M Buy
103,900
+16,280
+19% +$409K 0.23% 107
2019
Q4 		$2.22M Buy
87,620
+12,925
+17% +$327K 0.16% 139
2019
Q3 		$1.89M Buy
74,695
+10,345
+16% +$261K 0.15% 145
2019
Q2 		$1.62M Buy
64,350
+18,725
+41% +$467K 0.13% 158
2019
Q1 		$1.14M Buy
45,625
+13,250
+41% +$326K 0.1% 173
2018
Q4 		$783K Buy
32,375
+8,230
+34% +$199K 0.08% 186
2018
Q3 		$587K Buy
24,145
+11,700
+94% +$285K 0.05% 216
2018
Q2 		$303K Buy
+12,445
New +$303K 0.03% 263

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sandy Spring Bank's IBDN Position: Q4 2022 in Review

Sandy Spring Bank sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 146,439 shares — an estimated $3.67M sold.

Sandy Spring Bank first reported a position in IBDN in Q2 2018 and held it in 18 quarters. The position peaked at $5.42M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 146,439 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $3.67M.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 18 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $5.42M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.