SSB
IBDO

Sandy Spring Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sandy Spring Bank’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-92,294
Closed -$2.34M – 1241
2023
Q3 		$2.34M Sell
92,294
-33,045
-26% -$836K 0.13% 143
2023
Q2 		$3.17M Sell
125,339
-25,385
-17% -$640K 0.17% 127
2023
Q1 		$3.8M Sell
150,724
-13,994
-8% -$351K 0.22% 107
2022
Q4 		$4.12M Sell
164,718
-32,095
-16% -$801K 0.25% 99
2022
Q3 		$4.91M Sell
196,813
-45,525
-19% -$1.14M 0.31% 83
2022
Q2 		$6.08M Buy
242,338
+579
+0.2% +$14.6K 0.37% 69
2022
Q1 		$6.11M Buy
241,759
+10
+0% +$255 0.31% 80
2021
Q4 		$6.21M Buy
241,749
+13,060
+6% +$337K 0.3% 83
2021
Q3 		$5.95M Buy
228,689
+27,523
+14% +$716K 0.31% 78
2021
Q2 		$5.25M Buy
201,166
+9,615
+5% +$251K 0.28% 91
2021
Q1 		$5.01M Buy
191,551
+3,271
+2% +$85.7K 0.29% 88
2020
Q4 		$4.95M Buy
188,280
+24,250
+15% +$636K 0.3% 85
2020
Q3 		$4.3M Buy
164,030
+30,395
+23% +$798K 0.29% 84
2020
Q2 		$3.5M Buy
133,635
+14,530
+12% +$375K 0.26% 97
2020
Q1 		$2.98M Buy
119,105
+22,740
+24% +$577K 0.27% 96
2019
Q4 		$2.46M Buy
96,365
+12,470
+15% +$319K 0.18% 128
2019
Q3 		$2.15M Buy
83,895
+8,350
+11% +$213K 0.17% 130
2019
Q2 		$1.92M Buy
75,545
+17,505
+30% +$439K 0.15% 140
2019
Q1 		$1.45M Buy
58,040
+18,140
+45% +$446K 0.12% 163
2018
Q4 		$965K Buy
39,900
+9,705
+32% +$234K 0.09% 176
2018
Q3 		$734K Buy
30,195
+14,590
+93% +$355K 0.06% 203
2018
Q2 		$379K Buy
+15,605
New +$379K 0.03% 246

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sandy Spring Bank's IBDO Position: Q4 2023 in Review

Sandy Spring Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 92,294 shares — an estimated $2.34M sold.

Sandy Spring Bank first reported a position in IBDO in Q2 2018 and held it in 22 quarters. The position peaked at $6.21M in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 92,294 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.34M.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2018 and held it in 22 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6.21M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.