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Sandy Spring Bank’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sandy Spring Bank’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.04M Buy
197,294
+19,173
+11% +$485K 0.21% 106
2024
Q4 		$4.47M Buy
178,121
+6,890
+4% +$176K 0.18% 114
2024
Q3 		$4.52M Buy
171,231
+25,700
+18% +$666K 0.19% 115
2024
Q2 		$3.67M Buy
145,531
+51,629
+55% +$1.29M 0.16% 123
2024
Q1 		$2.39M Buy
93,902
+26,535
+39% +$674K 0.11% 155
2023
Q4 		$1.74M Buy
67,367
+36,667
+119% +$896K 0.09% 170
2023
Q3 		$736K Buy
+30,700
New +$758K 0.04% 233

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 11% in Q1 2025, buying an estimated $485K and bringing the position to 197,294 shares worth $5.04M. The position accounts for 0.21% of the portfolio, ranked #106.

Sandy Spring Bank first reported a position in IBDY in Q3 2023 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold IBDY as of Q1 2025.

  • Sandy Spring Bank held 197,294 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.04M as of Q1 2025.
  • Sandy Spring Bank bought 19,173 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2025, an estimated $485K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.21% of Sandy Spring Bank's portfolio in Q1 2025, its #106 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 7 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2025.

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