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Sandy Spring Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sandy Spring Bank’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.76M Buy
249,015
+10,929
+5% +$251K 0.24% 89
2024
Q4 		$5.43M Buy
238,086
+8,776
+4% +$202K 0.22% 95
2024
Q3 		$5.39M Buy
229,310
+13,406
+6% +$311K 0.22% 99
2024
Q2 		$4.89M Buy
215,904
+10,132
+5% +$229K 0.22% 104
2024
Q1 		$4.7M Buy
205,772
+8,220
+4% +$188K 0.21% 104
2023
Q4 		$4.56M Buy
197,552
+8,200
+4% +$182K 0.23% 103
2023
Q3 		$4.15M Buy
189,352
+10,887
+6% +$242K 0.23% 104
2023
Q2 		$4.01M Buy
178,465
+32,655
+22% +$740K 0.21% 107
2023
Q1 		$3.34M Buy
145,810
+10,480
+8% +$237K 0.19% 119
2022
Q4 		$3M Sell
135,330
-13,670
-9% -$301K 0.18% 127
2022
Q3 		$3.25M Sell
149,000
-7,805
-5% -$179K 0.21% 114
2022
Q2 		$3.58M Sell
156,805
-1,020
-0.6% -$23.8K 0.22% 111
2022
Q1 		$3.87M Buy
157,825
+20,270
+15% +$511K 0.2% 115
2021
Q4 		$3.62M Buy
137,555
+23,780
+21% +$628K 0.17% 121
2021
Q3 		$3.03M Buy
113,775
+21,355
+23% +$575K 0.16% 126
2021
Q2 		$2.48M Buy
92,420
+6,445
+7% +$171K 0.13% 151
2021
Q1 		$2.25M Buy
85,975
+100
+0.1% +$2.67K 0.13% 152
2020
Q4 		$2.36M Buy
85,875
+9,810
+13% +$267K 0.14% 143
2020
Q3 		$2.06M Buy
76,065
+36,545
+92% +$993K 0.14% 143
2020
Q2 		$1.06M Buy
39,520
+21,205
+116% +$546K 0.08% 181
2020
Q1 		$442K Buy
18,315
+18,040
+6,560% +$459K 0.04% 226
2019
Q4 		$7K Buy
+275
New +$6.99K ﹤0.01% 748

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $1.89T AUM 35.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.6% in Q1 2025, buying an estimated $251K and bringing the position to 249,015 shares worth $5.76M. The position accounts for 0.24% of the portfolio, ranked #89.

Sandy Spring Bank first reported a position in IBDU in Q4 2019 and has held it in 22 quarters since. 280 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

  • Sandy Spring Bank held 249,015 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.76M as of Q1 2025.
  • Sandy Spring Bank bought 10,929 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $251K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.24% of Sandy Spring Bank's portfolio in Q1 2025, its #89 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 22 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

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