SSB
IBDQ

Sandy Spring Bank’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sandy Spring Bank’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.36M Sell
213,139
-4,780
-2% -$120K 0.23% 101
2024
Q4 		$5.46M Sell
217,919
-5,893
-3% -$148K 0.22% 94
2024
Q3 		$5.62M Sell
223,812
-451
-0.2% -$11.3K 0.23% 95
2024
Q2 		$5.58M Sell
224,263
-5,999
-3% -$149K 0.25% 85
2024
Q1 		$5.71M Buy
230,262
+117
+0.1% +$2.9K 0.26% 85
2023
Q4 		$5.7M Buy
230,145
+990
+0.4% +$24.3K 0.28% 81
2023
Q3 		$5.58M Buy
229,155
+10,550
+5% +$257K 0.31% 77
2023
Q2 		$5.33M Buy
218,605
+6,737
+3% +$165K 0.28% 84
2023
Q1 		$5.2M Buy
211,868
+5,040
+2% +$123K 0.3% 81
2022
Q4 		$5.03M Sell
206,828
-11,223
-5% -$272K 0.3% 84
2022
Q3 		$5.26M Sell
218,051
-15,450
-7% -$381K 0.33% 71
2022
Q2 		$5.77M Sell
233,501
-905
-0.4% -$22.5K 0.35% 75
2022
Q1 		$5.92M Buy
234,406
+5,300
+2% +$137K 0.3% 84
2021
Q4 		$6.05M Sell
229,106
-3,815
-2% -$101K 0.29% 85
2021
Q3 		$6.25M Buy
232,921
+16,708
+8% +$451K 0.33% 74
2021
Q2 		$5.84M Buy
216,213
+10,625
+5% +$287K 0.31% 83
2021
Q1 		$5.52M Sell
205,588
-12,170
-6% -$330K 0.32% 78
2020
Q4 		$5.96M Buy
217,758
+30,858
+17% +$839K 0.36% 71
2020
Q3 		$5.07M Buy
186,900
+37,215
+25% +$1.01M 0.35% 71
2020
Q2 		$4.04M Buy
149,685
+28,300
+23% +$743K 0.3% 86
2020
Q1 		$3.03M Buy
121,385
+39,870
+49% +$1.03M 0.27% 94
2019
Q4 		$2.11M Buy
81,515
+11,415
+16% +$295K 0.15% 143
2019
Q3 		$1.81M Buy
70,100
+7,575
+12% +$195K 0.14% 149
2019
Q2 		$1.6M Buy
62,525
+13,350
+27% +$334K 0.13% 160
2019
Q1 		$1.22M Buy
49,175
+16,015
+48% +$389K 0.1% 167
2018
Q4 		$783K Buy
33,160
+8,825
+36% +$209K 0.08% 184
2018
Q3 		$582K Buy
24,335
+12,345
+103% +$296K 0.05% 217
2018
Q2 		$287K Buy
+11,990
New +$287K 0.02% 273

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 2.2% in Q1 2025, selling an estimated $120K and leaving 213,139 shares worth $5.36M. The position accounts for 0.23% of the portfolio, ranked #101.

Sandy Spring Bank first reported a position in IBDQ in Q2 2018 and has held it in 28 quarters since. The position peaked at $6.25M in Q3 2021. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Sandy Spring Bank held 213,139 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $5.36M as of Q1 2025.
  • Sandy Spring Bank sold 4,780 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $120K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.23% of Sandy Spring Bank's portfolio in Q1 2025, its #101 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2018 and has held it in 28 quarters since.
  • Sandy Spring Bank's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $6.25M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

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