Sandy Spring Bank’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-11,725	Closed	-$298K	–	884
2019 Q2	$298K	Buy	11,725 +595	+5%	+$15.1K	0.02%	263
2019 Q1	$283K	Buy	11,130 +3,825	+52%	+$97.2K	0.02%	259
2018 Q4	$185K	Buy	7,305 +1,160	+19%	+$29.4K	0.02%	291
2018 Q3	$156K	Buy	6,145 +1,065	+21%	+$27K	0.01%	323
2018 Q2	$129K	Buy	+5,080	New	+$129K	0.01%	345

Other funds holding IBMH

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Sandy Spring Bank's IBMH Position: Q3 2019 in Review

Sandy Spring Bank sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 11,725 shares — an estimated $298K sold.

Sandy Spring Bank first reported a position in IBMH in Q2 2018 and held it in 5 quarters. The position peaked at $298K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Sandy Spring Bank reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Sandy Spring Bank sold 11,725 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $298K.
Sandy Spring Bank first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2018 and held it in 5 quarters.
Sandy Spring Bank's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $298K in Q2 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Sandy Spring Bank's 13F filing for Q3 2019, filed 1 Nov 2019.