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Sandy Spring Bank’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Sandy Spring Bank’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.56M Buy
61,833
+8,131
+15% +$205K 0.07% 188
2024
Q4 		$1.35M Buy
53,702
+7,726
+17% +$196K 0.05% 200
2024
Q3 		$1.18M Buy
45,976
+3,536
+8% +$89.7K 0.05% 213
2024
Q2 		$1.06M Buy
42,440
+3,021
+8% +$75.6K 0.05% 216
2024
Q1 		$996K Buy
39,419
+4,295
+12% +$109K 0.05% 217
2023
Q4 		$899K Buy
35,124
+1,584
+5% +$39.4K 0.04% 229
2023
Q3 		$819K Buy
33,540
+3,230
+11% +$80.6K 0.05% 226
2023
Q2 		$763K Buy
30,310
+730
+2% +$18.5K 0.04% 231
2023
Q1 		$757K Buy
29,580
+3,905
+15% +$99.2K 0.04% 228
2022
Q4 		$644K Buy
25,675
+3,050
+13% +$75.3K 0.04% 239
2022
Q3 		$547K Buy
22,625
+1,270
+6% +$31.9K 0.03% 238
2022
Q2 		$535K Sell
21,355
-4,445
-17% -$111K 0.03% 242
2022
Q1 		$657K Buy
25,800
+1,335
+5% +$35.1K 0.03% 236
2021
Q4 		$667K Buy
24,465
+7,485
+44% +$204K 0.03% 246
2021
Q3 		$462K Buy
16,980
+2,635
+18% +$72.4K 0.02% 265
2021
Q2 		$393K Buy
14,345
+5,350
+59% +$146K 0.02% 275
2021
Q1 		$244K Sell
8,995
-720
-7% -$19.7K 0.01% 305
2020
Q4 		$268K Sell
9,715
-690
-7% -$18.9K 0.02% 288
2020
Q3 		$284K Buy
10,405
+5,380
+107% +$147K 0.02% 270
2020
Q2 		$136K Buy
5,025
+3,700
+279% +$98.5K 0.01% 324
2020
Q1 		$35K Buy
+1,325
New +$34.9K ﹤0.01% 489

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 15% in Q1 2025, buying an estimated $205K and bringing the position to 61,833 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #188.

Sandy Spring Bank first reported a position in IBMQ in Q1 2020 and has held it in 21 quarters since. 142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

  • Sandy Spring Bank held 61,833 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.56M as of Q1 2025.
  • Sandy Spring Bank bought 8,131 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2025, an estimated $205K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.07% of Sandy Spring Bank's portfolio in Q1 2025, its #188 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

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