Sandy Spring Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.01M	Buy	237,771 +11,085	+5%	+$278K	0.25%	82
2024 Q4	$5.64M	Buy	226,686 +3,648	+2%	+$91.6K	0.23%	91
2024 Q3	$5.69M	Buy	223,038 +9,319	+4%	+$235K	0.23%	92
2024 Q2	$5.29M	Sell	213,719 -5,775	-3%	-$142K	0.23%	91
2024 Q1	$5.47M	Buy	219,494 +7,325	+3%	+$182K	0.25%	91
2023 Q4	$5.32M	Sell	212,169 -670	-0.3%	-$16.3K	0.26%	91
2023 Q3	$5.11M	Buy	212,839 +3,094	+1%	+$75.3K	0.28%	87
2023 Q2	$5.14M	Buy	209,745 +19,245	+10%	+$476K	0.27%	90
2023 Q1	$4.75M	Buy	190,500 +8,042	+4%	+$199K	0.27%	91
2022 Q4	$4.43M	Sell	182,458 -8,570	-4%	-$207K	0.26%	94
2022 Q3	$4.54M	Sell	191,028 -9,655	-5%	-$241K	0.29%	91
2022 Q2	$5.01M	Sell	200,683 -6,912	-3%	-$175K	0.3%	87
2022 Q1	$5.47M	Buy	207,595 +8,960	+5%	+$244K	0.28%	91
2021 Q4	$5.62M	Buy	198,635 +15,470	+8%	+$440K	0.27%	90
2021 Q3	$5.25M	Buy	183,165 +16,795	+10%	+$487K	0.28%	90
2021 Q2	$4.81M	Buy	166,370 +18,545	+13%	+$531K	0.25%	96
2021 Q1	$4.19M	Buy	147,825 +3,650	+3%	+$105K	0.24%	101
2020 Q4	$4.26M	Buy	144,175 +25,260	+21%	+$739K	0.26%	98
2020 Q3	$3.46M	Buy	118,915 +37,920	+47%	+$1.11M	0.24%	104
2020 Q2	$2.34M	Buy	80,995 +18,505	+30%	+$514K	0.17%	123
2020 Q1	$1.64M	Buy	62,490 +33,520	+116%	+$927K	0.15%	146
2019 Q4	$804K	Buy	28,970 +8,845	+44%	+$245K	0.06%	203
2019 Q3	$558K	Buy	20,125 +8,060	+67%	+$222K	0.04%	228
2019 Q2	$328K	Buy	12,065 +7,905	+190%	+$208K	0.03%	249
2019 Q1	$109K	Buy	+4,160	New	+$106K	0.01%	355

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sandy Spring Bank increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.9% in Q1 2025, buying an estimated $278K and bringing the position to 237,771 shares worth $6.01M. The position accounts for 0.25% of the portfolio, ranked #82.

Sandy Spring Bank first reported a position in IBDT in Q1 2019 and has held it in 25 quarters since. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

Sandy Spring Bank held 237,771 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.01M as of Q1 2025.
Sandy Spring Bank bought 11,085 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $278K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.25% of Sandy Spring Bank's portfolio in Q1 2025, its #82 holding.
Sandy Spring Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 25 quarters since.
342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

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