SSB
IBDP

Sandy Spring Bank’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sandy Spring Bank’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-136,019
Closed -$3.43M – 1293
2024
Q3 		$3.43M Sell
136,019
-29,371
-18% -$738K 0.14% 132
2024
Q2 		$4.16M Sell
165,390
-31,574
-16% -$791K 0.18% 115
2024
Q1 		$4.93M Sell
196,964
-10,970
-5% -$274K 0.22% 99
2023
Q4 		$5.18M Sell
207,934
-6,820
-3% -$169K 0.26% 92
2023
Q3 		$5.31M Buy
214,754
+6,737
+3% +$166K 0.3% 81
2023
Q2 		$5.12M Buy
208,017
+2,718
+1% +$66.8K 0.27% 91
2023
Q1 		$5.05M Sell
205,299
-1,947
-0.9% -$47.8K 0.29% 86
2022
Q4 		$5.06M Sell
207,246
-29,810
-13% -$726K 0.3% 82
2022
Q3 		$5.77M Sell
237,056
-16,595
-7% -$410K 0.37% 65
2022
Q2 		$6.28M Sell
253,651
-11,578
-4% -$288K 0.38% 66
2022
Q1 		$6.66M Buy
265,229
+2,397
+0.9% +$61.1K 0.34% 76
2021
Q4 		$6.82M Buy
262,832
+22,515
+9% +$586K 0.33% 74
2021
Q3 		$6.32M Buy
240,317
+18,813
+8% +$495K 0.33% 73
2021
Q2 		$5.84M Buy
221,504
+1,495
+0.7% +$39.5K 0.31% 82
2021
Q1 		$5.81M Buy
220,009
+8,658
+4% +$229K 0.33% 73
2020
Q4 		$5.62M Buy
211,351
+25,069
+13% +$663K 0.34% 73
2020
Q3 		$4.93M Buy
186,282
+39,114
+27% +$1.04M 0.34% 74
2020
Q2 		$3.88M Buy
147,168
+23,858
+19% +$615K 0.29% 88
2020
Q1 		$3.05M Buy
123,310
+34,545
+39% +$879K 0.28% 93
2019
Q4 		$2.28M Buy
88,765
+14,705
+20% +$377K 0.17% 136
2019
Q3 		$1.9M Buy
74,060
+9,425
+15% +$241K 0.15% 143
2019
Q2 		$1.65M Buy
64,635
+18,485
+40% +$462K 0.13% 155
2019
Q1 		$1.15M Buy
46,150
+13,400
+41% +$327K 0.1% 172
2018
Q4 		$783K Buy
32,750
+12,035
+58% +$287K 0.08% 185
2018
Q3 		$499K Buy
20,715
+8,295
+67% +$200K 0.04% 227
2018
Q2 		$299K Buy
+12,420
New +$299K 0.03% 264

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sandy Spring Bank's IBDP Position: Q4 2024 in Review

Sandy Spring Bank sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 136,019 shares — an estimated $3.43M sold.

Sandy Spring Bank first reported a position in IBDP in Q2 2018 and held it in 26 quarters. The position peaked at $6.82M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 136,019 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.43M.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 26 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.82M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.