Sandy Spring Bank’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.41M	Buy	216,387 +13,406	+7%	+$332K	0.23%	100
2024 Q4	$4.99M	Buy	202,981 +9,751	+5%	+$244K	0.2%	105
2024 Q3	$4.97M	Buy	193,230 +33,241	+21%	+$839K	0.2%	107
2024 Q2	$3.93M	Buy	159,989 +25,530	+19%	+$624K	0.17%	118
2024 Q1	$3.34M	Buy	134,459 +20,427	+18%	+$506K	0.15%	132
2023 Q4	$2.88M	Buy	114,032 +20,032	+21%	+$478K	0.14%	135
2023 Q3	$2.21M	Buy	94,000 +45,935	+96%	+$1.11M	0.12%	145
2023 Q2	$1.18M	Buy	48,065 +28,905	+151%	+$716K	0.06%	196
2023 Q1	$480K	Buy	19,160 +12,890	+206%	+$319K	0.03%	256
2022 Q4	$152K	Buy	+6,270	New	+$151K	0.01%	368

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.6% in Q1 2025, buying an estimated $332K and bringing the position to 216,387 shares worth $5.41M. The position accounts for 0.23% of the portfolio, ranked #100.

Sandy Spring Bank first reported a position in IBDX in Q4 2022 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

Sandy Spring Bank held 216,387 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.41M as of Q1 2025.
Sandy Spring Bank bought 13,406 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $332K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.23% of Sandy Spring Bank's portfolio in Q1 2025, its #100 holding.
Sandy Spring Bank first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 10 quarters since.
141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

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