Sandy Spring Bank’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-21,800	Closed	-$556K	–	1013
2020 Q2	$556K	Buy	21,800 +2,150	+11%	+$54.8K	0.04%	221
2020 Q1	$499K	Hold	19,650	–	–	0.05%	214
2019 Q4	$501K	Buy	19,650 +1,280	+7%	+$32.7K	0.04%	234
2019 Q3	$469K	Buy	18,370 +6,435	+54%	+$165K	0.04%	238
2019 Q2	$305K	Buy	11,935 +675	+6%	+$17.2K	0.02%	258
2019 Q1	$287K	Buy	11,260 +2,050	+22%	+$52.1K	0.02%	257
2018 Q4	$234K	Buy	9,210 +990	+12%	+$25K	0.02%	266
2018 Q3	$208K	Buy	8,220 +2,495	+44%	+$63.3K	0.02%	302
2018 Q2	$145K	Buy	+5,725	New	+$145K	0.01%	328

Other funds holding IBMI

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Sandy Spring Bank's IBMI Position: Q3 2020 in Review

Sandy Spring Bank sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 21,800 shares — an estimated $556K sold.

Sandy Spring Bank first reported a position in IBMI in Q2 2018 and held it in 9 quarters. The position peaked at $556K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Sandy Spring Bank reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Sandy Spring Bank sold 21,800 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $556K.
Sandy Spring Bank first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2018 and held it in 9 quarters.
Sandy Spring Bank's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $556K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Sandy Spring Bank's 13F filing for Q3 2020, filed 9 Nov 2020.