Sandy Spring Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sandy Spring Bank’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.95M	Buy	245,963 +8,738	+4%	+$211K	0.25%	84
2024 Q4	$5.71M	Sell	237,225 -14,961	-6%	-$361K	0.23%	89
2024 Q3	$6.13M	Buy	252,186 +27,800	+12%	+$669K	0.25%	81
2024 Q2	$5.34M	Sell	224,386 -5,963	-3%	-$142K	0.24%	88
2024 Q1	$5.49M	Buy	230,349 +2,659	+1%	+$63.4K	0.25%	90
2023 Q4	$5.44M	Sell	227,690 -1,970	-0.9%	-$46.3K	0.27%	89
2023 Q3	$5.36M	Buy	229,660 +4,369	+2%	+$102K	0.3%	79
2023 Q2	$5.29M	Buy	225,291 +7,165	+3%	+$169K	0.28%	87
2023 Q1	$5.18M	Buy	218,126 +7,885	+4%	+$186K	0.29%	82
2022 Q4	$4.91M	Sell	210,241 -8,903	-4%	-$207K	0.29%	86
2022 Q3	$5.06M	Sell	219,144 -4,945	-2%	-$118K	0.32%	78
2022 Q2	$5.33M	Sell	224,089 -6,135	-3%	-$147K	0.32%	80
2022 Q1	$5.67M	Buy	230,224 +2,830	+1%	+$71.6K	0.29%	88
2021 Q4	$5.93M	Buy	227,394 +9,535	+4%	+$250K	0.28%	88
2021 Q3	$5.77M	Buy	217,859 +8,155	+4%	+$217K	0.31%	81
2021 Q2	$5.58M	Buy	209,704 +21,470	+11%	+$570K	0.3%	87
2021 Q1	$4.96M	Sell	188,234 -10,645	-5%	-$285K	0.29%	90
2020 Q4	$5.39M	Buy	198,879 +23,042	+13%	+$620K	0.33%	77
2020 Q3	$4.72M	Buy	175,837 +38,564	+28%	+$1.04M	0.32%	79
2020 Q2	$3.66M	Buy	137,273 +32,003	+30%	+$827K	0.27%	92
2020 Q1	$2.58M	Buy	105,270 +41,855	+66%	+$1.06M	0.23%	106
2019 Q4	$1.62M	Buy	63,415 +13,670	+27%	+$348K	0.12%	160
2019 Q3	$1.27M	Buy	49,745 +8,345	+20%	+$211K	0.1%	178
2019 Q2	$1.04M	Buy	41,400 +15,885	+62%	+$388K	0.08%	184
2019 Q1	$618K	Buy	25,515 +13,405	+111%	+$317K	0.05%	210
2018 Q4	$279K	Buy	12,110 +3,685	+44%	+$84.7K	0.03%	250
2018 Q3	$196K	Buy	8,425 +6,305	+297%	+$147K	0.02%	307
2018 Q2	$49K	Buy	+2,120	New	+$49.5K	﹤0.01%	464

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.7% in Q1 2025, buying an estimated $211K and bringing the position to 245,963 shares worth $5.95M. The position accounts for 0.25% of the portfolio, ranked #84.

Sandy Spring Bank first reported a position in IBDR in Q2 2018 and has held it in 28 quarters since. The position peaked at $6.13M in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

Sandy Spring Bank held 245,963 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.95M as of Q1 2025.
Sandy Spring Bank bought 8,738 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $211K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of Sandy Spring Bank's portfolio in Q1 2025, its #84 holding.
Sandy Spring Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2018 and has held it in 28 quarters since.
Sandy Spring Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.13M in Q3 2024.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

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