SSB
IBMN

Sandy Spring Bank’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Sandy Spring Bank’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$925K Sell
34,594
-1,260
-4% -$33.6K 0.04% 231
2024
Q4 		$954K Sell
35,854
-3,470
-9% -$92.3K 0.04% 235
2024
Q3 		$1.05M Buy
39,324
+1,744
+5% +$46.4K 0.04% 222
2024
Q2 		$995K Buy
37,580
+2,165
+6% +$57.2K 0.04% 226
2024
Q1 		$937K Sell
35,415
-1,950
-5% -$51.6K 0.04% 226
2023
Q4 		$992K Sell
37,365
-2,565
-6% -$67.4K 0.05% 216
2023
Q3 		$1.04M Sell
39,930
-3,643
-8% -$95.7K 0.06% 198
2023
Q2 		$1.15M Buy
43,573
+815
+2% +$21.5K 0.06% 198
2023
Q1 		$1.14M Buy
42,758
+3,740
+10% +$99K 0.06% 198
2022
Q4 		$1.03M Buy
39,018
+6,390
+20% +$167K 0.06% 202
2022
Q3 		$846K Buy
+32,628
New +$866K 0.05% 210

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Sandy Spring Bank's IBMN Position: Q1 2025 in Review

Sandy Spring Bank reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 3.5% in Q1 2025, selling an estimated $33.6K and leaving 34,594 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #231.

Sandy Spring Bank first reported a position in IBMN in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Sandy Spring Bank held 34,594 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $925K as of Q1 2025.
  • Sandy Spring Bank sold 1,260 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $33.6K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.04% of Sandy Spring Bank's portfolio in Q1 2025, its #231 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and has held it in 11 quarters since.
  • Sandy Spring Bank's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.15M in Q2 2023.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.