SSB
IBDW icon

Sandy Spring Bank’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sandy Spring Bank’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.64M Buy
271,734
+17,469
+7% +$358K 0.24% 92
2024
Q4 		$5.17M Buy
254,265
+10,492
+4% +$217K 0.21% 100
2024
Q3 		$5.17M Buy
243,773
+28,555
+13% +$595K 0.21% 103
2024
Q2 		$4.37M Buy
215,218
+20,203
+10% +$408K 0.19% 112
2024
Q1 		$4M Buy
195,015
+26,883
+16% +$550K 0.18% 117
2023
Q4 		$3.49M Buy
168,132
+22,696
+16% +$447K 0.17% 121
2023
Q3 		$2.82M Buy
145,436
+30,246
+26% +$602K 0.16% 129
2023
Q2 		$2.33M Buy
115,190
+45,320
+65% +$925K 0.12% 143
2023
Q1 		$1.44M Buy
69,870
+39,170
+128% +$799K 0.08% 182
2022
Q4 		$611K Buy
30,700
+14,270
+87% +$282K 0.04% 243
2022
Q3 		$321K Sell
16,430
-7,775
-32% -$162K 0.02% 278
2022
Q2 		$504K Sell
24,205
-1,410
-6% -$30K 0.03% 247
2022
Q1 		$583K Buy
25,615
+12,735
+99% +$300K 0.03% 245
2021
Q4 		$320K Buy
+12,880
New +$320K 0.02% 299

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.9% in Q1 2025, buying an estimated $358K and bringing the position to 271,734 shares worth $5.64M. The position accounts for 0.24% of the portfolio, ranked #92.

Sandy Spring Bank first reported a position in IBDW in Q4 2021 and has held it in 14 quarters since. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Sandy Spring Bank held 271,734 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.64M as of Q1 2025.
  • Sandy Spring Bank bought 17,469 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $358K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.24% of Sandy Spring Bank's portfolio in Q1 2025, its #92 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 14 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

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