Sandy Spring Bank’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,230
| Closed | -$653K | – | 1233 |
|
|
2022
Q3 | $653K | Sell |
25,230
-5,440
| -18% | -$141K | 0.04% | 229 |
|
|
2022
Q2 | $795K | Hold |
30,670
| – | – | 0.05% | 219 |
|
|
2022
Q1 | $795K | Buy |
30,670
+115
| +0.4% | +$2.99K | 0.04% | 221 |
|
|
2021
Q4 | $796K | Buy |
30,555
+970
| +3% | +$25.3K | 0.04% | 226 |
|
|
2021
Q3 | $775K | Sell |
29,585
-2,375
| -7% | -$62.3K | 0.04% | 225 |
|
|
2021
Q2 | $839K | Sell |
31,960
-4,427
| -12% | -$116K | 0.04% | 218 |
|
|
2021
Q1 | $958K | Buy |
36,387
+4,197
| +13% | +$111K | 0.06% | 202 |
|
|
2020
Q4 | $849K | Sell |
32,190
-4,550
| -12% | -$120K | 0.05% | 206 |
|
|
2020
Q3 | $974K | Buy |
36,740
+9,480
| +35% | +$251K | 0.07% | 191 |
|
|
2020
Q2 | $720K | Buy |
27,260
+8,770
| +47% | +$230K | 0.05% | 202 |
|
|
2020
Q1 | $481K | Buy |
18,490
+2,960
| +19% | +$77.4K | 0.04% | 217 |
|
|
2019
Q4 | $406K | Buy |
15,530
+2,730
| +21% | +$71.4K | 0.03% | 246 |
|
|
2019
Q3 | $335K | Buy |
12,800
+1,200
| +10% | +$31.4K | 0.03% | 256 |
|
|
2019
Q2 | $303K | Buy |
11,600
+760
| +7% | +$19.7K | 0.02% | 260 |
|
|
2019
Q1 | $281K | Buy |
10,840
+2,705
| +33% | +$69.8K | 0.02% | 263 |
|
|
2018
Q4 | $208K | Sell |
8,135
-745
| -8% | -$18.9K | 0.02% | 280 |
|
|
2018
Q3 | $226K | Buy |
8,880
+2,870
| +48% | +$73.3K | 0.02% | 287 |
|
|
2018
Q2 | $153K | Buy |
+6,010
| New | +$153K | 0.01% | 321 |
|
Other funds holding IBMK
Sandy Spring Bank's IBMK Position: Q4 2022 in Review
Sandy Spring Bank sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 25,230 shares — an estimated $653K sold.
Sandy Spring Bank first reported a position in IBMK in Q2 2018 and held it in 18 quarters. The position peaked at $974K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.
- Sandy Spring Bank reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
- Sandy Spring Bank sold 25,230 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $653K.
- Sandy Spring Bank first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 18 quarters.
- Sandy Spring Bank's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $974K in Q3 2020.
- 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.
Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.