SSB
IBMJ

Sandy Spring Bank’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Sandy Spring Bank’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,555
Closed -$372K – 1277
2021
Q3 		$372K Sell
14,555
-1,925
-12% -$49.3K 0.02% 282
2021
Q2 		$423K Sell
16,480
-5,246
-24% -$135K 0.02% 269
2021
Q1 		$559K Sell
21,726
-129
-0.6% -$3.32K 0.03% 241
2020
Q4 		$563K Sell
21,855
-965
-4% -$24.9K 0.03% 235
2020
Q3 		$591K Buy
22,820
+4,575
+25% +$119K 0.04% 217
2020
Q2 		$473K Buy
18,245
+2,195
+14% +$56.7K 0.04% 233
2020
Q1 		$409K Buy
16,050
+95
+0.6% +$2.45K 0.04% 232
2019
Q4 		$411K Buy
15,955
+3,395
+27% +$87.6K 0.03% 244
2019
Q3 		$324K Buy
12,560
+560
+5% +$14.5K 0.03% 260
2019
Q2 		$309K Buy
12,000
+585
+5% +$15K 0.02% 255
2019
Q1 		$293K Buy
11,415
+2,335
+26% +$59.7K 0.02% 254
2018
Q4 		$231K Buy
9,080
+595
+7% +$15K 0.02% 268
2018
Q3 		$215K Buy
8,485
+3,675
+76% +$93.4K 0.02% 296
2018
Q2 		$122K Buy
+4,810
New +$122K 0.01% 351

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sandy Spring Bank's IBMJ Position: Q4 2021 in Review

Sandy Spring Bank sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 14,555 shares — an estimated $372K sold.

Sandy Spring Bank first reported a position in IBMJ in Q2 2018 and held it in 14 quarters. The position peaked at $591K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 14,555 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $372K.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 14 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $591K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.