SSB
IBML

Sandy Spring Bank’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sandy Spring Bank’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,785
Closed -$633K – 1242
2023
Q3 		$633K Sell
24,785
-7,231
-23% -$184K 0.04% 246
2023
Q2 		$816K Sell
32,016
-1,380
-4% -$35.1K 0.04% 229
2023
Q1 		$849K Sell
33,396
-2,470
-7% -$62.7K 0.05% 224
2022
Q4 		$909K Sell
35,866
-5,175
-13% -$131K 0.05% 214
2022
Q3 		$1.04M Sell
41,041
-2,425
-6% -$61.6K 0.07% 193
2022
Q2 		$1.11M Sell
43,466
-155
-0.4% -$3.94K 0.07% 195
2022
Q1 		$1.11M Buy
43,621
+1,480
+4% +$38K 0.06% 200
2021
Q4 		$1.09M Buy
42,141
+5,480
+15% +$142K 0.05% 205
2021
Q3 		$953K Buy
36,661
+415
+1% +$10.8K 0.05% 210
2021
Q2 		$946K Sell
36,246
-5,213
-13% -$136K 0.05% 208
2021
Q1 		$1.08M Buy
41,459
+4,474
+12% +$117K 0.06% 195
2020
Q4 		$968K Buy
36,985
+200
+0.5% +$5.24K 0.06% 194
2020
Q3 		$967K Buy
36,785
+9,440
+35% +$248K 0.07% 192
2020
Q2 		$717K Buy
27,345
+7,325
+37% +$190K 0.05% 204
2020
Q1 		$514K Buy
20,020
+4,975
+33% +$128K 0.05% 211
2019
Q4 		$388K Buy
15,045
+565
+4% +$14.6K 0.03% 250
2019
Q3 		$373K Buy
14,480
+2,025
+16% +$52.3K 0.03% 249
2019
Q2 		$320K Buy
12,455
+1,035
+9% +$26.4K 0.03% 252
2019
Q1 		$291K Buy
11,420
+1,300
+13% +$32.9K 0.02% 255
2018
Q4 		$254K Buy
10,120
+310
+3% +$7.69K 0.02% 257
2018
Q3 		$244K Buy
9,810
+4,740
+93% +$118K 0.02% 280
2018
Q2 		$126K Buy
+5,070
New +$126K 0.01% 348

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Sandy Spring Bank's IBML Position: Q4 2023 in Review

Sandy Spring Bank sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 24,785 shares — an estimated $633K sold.

Sandy Spring Bank first reported a position in IBML in Q2 2018 and held it in 22 quarters. The position peaked at $1.11M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Sandy Spring Bank reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 24,785 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $633K.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and held it in 22 quarters.
  • Sandy Spring Bank's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.11M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.