SSB
IBMO icon

Sandy Spring Bank’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sandy Spring Bank’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.12M Buy
43,869
+481
+1% +$12.3K 0.05% 221
2024
Q4 		$1.1M Sell
43,388
-4,734
-10% -$121K 0.04% 220
2024
Q3 		$1.23M Buy
48,122
+7,095
+17% +$181K 0.05% 211
2024
Q2 		$1.04M Buy
41,027
+5,232
+15% +$132K 0.05% 221
2024
Q1 		$907K Sell
35,795
-1,515
-4% -$38.5K 0.04% 232
2023
Q4 		$952K Sell
37,310
-910
-2% -$22.8K 0.05% 221
2023
Q3 		$948K Sell
38,220
-565
-1% -$14.2K 0.05% 210
2023
Q2 		$977K Buy
38,785
+730
+2% +$18.4K 0.05% 214
2023
Q1 		$972K Buy
38,055
+4,335
+13% +$110K 0.06% 207
2022
Q4 		$850K Buy
33,720
+5,615
+20% +$140K 0.05% 218
2022
Q3 		$692K Buy
28,105
+215
+0.8% +$5.45K 0.04% 226
2022
Q2 		$707K Sell
27,890
-5,485
-16% -$138K 0.04% 226
2022
Q1 		$851K Buy
33,375
+4,100
+14% +$107K 0.04% 219
2021
Q4 		$787K Buy
29,275
+6,955
+31% +$187K 0.04% 230
2021
Q3 		$600K Buy
22,320
+4,585
+26% +$124K 0.03% 246
2021
Q2 		$478K Sell
17,735
-908
-5% -$24.5K 0.03% 257
2021
Q1 		$500K Sell
18,643
-1,807
-9% -$48.8K 0.03% 252
2020
Q4 		$554K Buy
20,450
+3,875
+23% +$104K 0.03% 236
2020
Q3 		$446K Buy
16,575
+8,330
+101% +$224K 0.03% 238
2020
Q2 		$220K Buy
8,245
+5,090
+161% +$134K 0.02% 282
2020
Q1 		$81K Buy
+3,155
New +$82.2K 0.01% 367

Other funds holding IBMO

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1.1% in Q1 2025, buying an estimated $12.3K and bringing the position to 43,869 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #221.

Sandy Spring Bank first reported a position in IBMO in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.23M in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Sandy Spring Bank held 43,869 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.12M as of Q1 2025.
  • Sandy Spring Bank bought 481 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $12.3K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.05% of Sandy Spring Bank's portfolio in Q1 2025, its #221 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Sandy Spring Bank's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.23M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

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