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Sandy Spring Bank’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Sandy Spring Bank’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.15M Buy
45,616
+1,131
+3% +$28.5K 0.05% 216
2024
Q4 		$1.12M Buy
44,485
+1,853
+4% +$46.8K 0.05% 218
2024
Q3 		$1.08M Buy
42,632
+1,470
+4% +$37.2K 0.04% 220
2024
Q2 		$1.03M Buy
41,162
+2,022
+5% +$50.5K 0.05% 224
2024
Q1 		$985K Buy
39,140
+395
+1% +$9.98K 0.04% 220
2023
Q4 		$985K Buy
38,745
+890
+2% +$22.1K 0.05% 217
2023
Q3 		$927K Buy
37,855
+2,465
+7% +$61.4K 0.05% 212
2023
Q2 		$887K Buy
35,390
+1,115
+3% +$28.1K 0.05% 225
2023
Q1 		$873K Buy
34,275
+2,070
+6% +$52.4K 0.05% 222
2022
Q4 		$808K Buy
32,205
+4,370
+16% +$108K 0.05% 223
2022
Q3 		$679K Buy
27,835
+770
+3% +$19.4K 0.04% 228
2022
Q2 		$681K Buy
27,065
+240
+0.9% +$6K 0.04% 229
2022
Q1 		$682K Sell
26,825
-410
-2% -$10.7K 0.03% 233
2021
Q4 		$736K Buy
27,235
+6,895
+34% +$186K 0.04% 241
2021
Q3 		$549K Buy
20,340
+3,860
+23% +$105K 0.03% 252
2021
Q2 		$447K Buy
16,480
+1,926
+13% +$52.2K 0.02% 265
2021
Q1 		$392K Sell
14,554
-2,626
-15% -$71.3K 0.02% 267
2020
Q4 		$469K Buy
17,180
+6,050
+54% +$164K 0.03% 247
2020
Q3 		$301K Buy
11,130
+3,740
+51% +$101K 0.02% 263
2020
Q2 		$198K Buy
7,390
+6,595
+830% +$174K 0.01% 289
2020
Q1 		$21K Buy
+795
New +$20.8K ﹤0.01% 569

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

Sandy Spring Bank increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.5% in Q1 2025, buying an estimated $28.5K and bringing the position to 45,616 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #216.

Sandy Spring Bank first reported a position in IBMP in Q1 2020 and has held it in 21 quarters since. 153 funds tracked by Wall St. Rank hold IBMP as of Q1 2025.

  • Sandy Spring Bank held 45,616 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.15M as of Q1 2025.
  • Sandy Spring Bank bought 1,131 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2025, an estimated $28.5K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of Sandy Spring Bank's portfolio in Q1 2025, its #216 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2025.

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