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Sandy Spring Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Sandy Spring Bank’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.55M Buy
255,389
+10,528
+4% +$226K 0.23% 96
2024
Q4 		$5.23M Buy
244,861
+5,996
+3% +$130K 0.21% 99
2024
Q3 		$5.3M Buy
238,865
+18,204
+8% +$397K 0.22% 102
2024
Q2 		$4.69M Buy
220,661
+18,228
+9% +$385K 0.21% 106
2024
Q1 		$4.33M Buy
202,433
+17,650
+10% +$377K 0.2% 112
2023
Q4 		$4M Buy
184,783
+18,186
+11% +$376K 0.2% 111
2023
Q3 		$3.4M Buy
166,597
+17,012
+11% +$354K 0.19% 115
2023
Q2 		$3.17M Buy
149,585
+31,950
+27% +$681K 0.17% 126
2023
Q1 		$2.53M Buy
117,635
+13,145
+13% +$280K 0.14% 139
2022
Q4 		$2.17M Buy
104,490
+5,910
+6% +$122K 0.13% 147
2022
Q3 		$2M Sell
98,580
-3,870
-4% -$83.1K 0.13% 147
2022
Q2 		$2.19M Sell
102,450
-11,530
-10% -$252K 0.13% 144
2022
Q1 		$2.64M Buy
113,980
+29,000
+34% +$694K 0.13% 139
2021
Q4 		$2.13M Buy
84,980
+46,685
+122% +$1.17M 0.1% 161
2021
Q3 		$969K Buy
38,295
+22,165
+137% +$568K 0.05% 209
2021
Q2 		$411K Sell
16,130
-6,810
-30% -$171K 0.02% 270
2021
Q1 		$568K Buy
22,940
+16,055
+233% +$409K 0.03% 240
2020
Q4 		$181K Buy
+6,885
New +$179K 0.01% 326

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.22B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.3% in Q1 2025, buying an estimated $226K and bringing the position to 255,389 shares worth $5.55M. The position accounts for 0.23% of the portfolio, ranked #96.

Sandy Spring Bank first reported a position in IBDV in Q4 2020 and has held it in 18 quarters since. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Sandy Spring Bank held 255,389 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.55M as of Q1 2025.
  • Sandy Spring Bank bought 10,528 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $226K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.23% of Sandy Spring Bank's portfolio in Q1 2025, its #96 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2020 and has held it in 18 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

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