SSB
IBDZ

Sandy Spring Bank’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Sandy Spring Bank’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.39M Buy
170,318
+28,920
+20% +$739K 0.18% 115
2024
Q4 		$3.6M Buy
141,398
+113,454
+406% +$2.94M 0.15% 129
2024
Q3 		$746K Buy
+27,944
New +$731K 0.03% 252

Other funds holding IBDZ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q1 2025, buying an estimated $739K and bringing the position to 170,318 shares worth $4.39M. The position accounts for 0.18% of the portfolio, ranked #115.

Sandy Spring Bank first reported a position in IBDZ in Q3 2024 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBDZ as of Q1 2025.

  • Sandy Spring Bank held 170,318 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.39M as of Q1 2025.
  • Sandy Spring Bank bought 28,920 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2025, an estimated $739K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.18% of Sandy Spring Bank's portfolio in Q1 2025, its #115 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2025.

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