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Sandy Spring Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sandy Spring Bank’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$6.03M Buy
249,431
+10,457
+4% +$251K 0.25% 81
2024
Q4 		$5.73M Buy
238,974
+1,627
+0.7% +$39.2K 0.23% 87
2024
Q3 		$5.78M Buy
237,347
+5,283
+2% +$127K 0.24% 89
2024
Q2 		$5.51M Sell
232,064
-2,091
-0.9% -$49.4K 0.24% 86
2024
Q1 		$5.57M Buy
234,155
+5,390
+2% +$128K 0.25% 87
2023
Q4 		$5.47M Sell
228,765
-1,985
-0.9% -$46.3K 0.27% 86
2023
Q3 		$5.34M Buy
230,750
+5,254
+2% +$123K 0.3% 80
2023
Q2 		$5.29M Buy
225,496
+11,218
+5% +$265K 0.28% 86
2023
Q1 		$5.1M Buy
214,278
+7,700
+4% +$182K 0.29% 84
2022
Q4 		$4.83M Sell
206,578
-15,972
-7% -$370K 0.29% 88
2022
Q3 		$5.12M Sell
222,550
-6,485
-3% -$155K 0.32% 76
2022
Q2 		$5.47M Sell
229,035
-1,730
-0.7% -$41.8K 0.33% 79
2022
Q1 		$5.75M Buy
230,765
+7,192
+3% +$184K 0.29% 87
2021
Q4 		$5.94M Buy
223,573
+14,665
+7% +$391K 0.28% 87
2021
Q3 		$5.64M Buy
208,908
+11,325
+6% +$307K 0.3% 82
2021
Q2 		$5.34M Buy
197,583
+23,550
+14% +$635K 0.28% 89
2021
Q1 		$4.65M Sell
174,033
-8,190
-4% -$223K 0.27% 94
2020
Q4 		$5.02M Buy
182,223
+24,954
+16% +$681K 0.31% 82
2020
Q3 		$4.27M Buy
157,269
+32,452
+26% +$884K 0.29% 86
2020
Q2 		$3.37M Buy
124,817
+21,969
+21% +$571K 0.25% 98
2020
Q1 		$2.52M Buy
102,848
+55,973
+119% +$1.44M 0.23% 108
2019
Q4 		$1.22M Buy
46,875
+19,065
+69% +$494K 0.09% 179
2019
Q3 		$721K Buy
27,810
+4,345
+19% +$112K 0.06% 206
2019
Q2 		$598K Buy
23,465
+13,435
+134% +$332K 0.05% 216
2019
Q1 		$246K Buy
10,030
+5,930
+145% +$142K 0.02% 275
2018
Q4 		$96K Buy
4,100
+300
+8% +$6.97K 0.01% 365
2018
Q3 		$90K Buy
3,800
+2,135
+128% +$50.5K 0.01% 387
2018
Q2 		$39K Buy
+1,665
New +$39.3K ﹤0.01% 492

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.4% in Q1 2025, buying an estimated $251K and bringing the position to 249,431 shares worth $6.03M. The position accounts for 0.25% of the portfolio, ranked #81.

Sandy Spring Bank first reported a position in IBDS in Q2 2018 and has held it in 28 quarters since. 364 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Sandy Spring Bank held 249,431 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.03M as of Q1 2025.
  • Sandy Spring Bank bought 10,457 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $251K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.25% of Sandy Spring Bank's portfolio in Q1 2025, its #81 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 28 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

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