Sandy Spring Bank’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.56M | Buy |
61,833
+8,131
| +15% | +$206K | 0.07% | 188 |
|
|
2024
Q4 | $1.35M | Buy |
53,702
+7,726
| +17% | +$195K | 0.05% | 200 |
|
|
2024
Q3 | $1.18M | Buy |
45,976
+3,536
| +8% | +$90.6K | 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% | +$40.5K | 0.04% | 229 |
|
|
2023
Q3 | $819K | Buy |
33,540
+3,230
| +11% | +$78.8K | 0.05% | 226 |
|
|
2023
Q2 | $763K | Buy |
30,310
+730
| +2% | +$18.4K | 0.04% | 231 |
|
|
2023
Q1 | $757K | Buy |
29,580
+3,905
| +15% | +$100K | 0.04% | 228 |
|
|
2022
Q4 | $644K | Buy |
25,675
+3,050
| +13% | +$76.5K | 0.04% | 239 |
|
|
2022
Q3 | $547K | Buy |
22,625
+1,270
| +6% | +$30.7K | 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% | +$34K | 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% | +$71.7K | 0.02% | 265 |
|
|
2021
Q2 | $393K | Buy |
14,345
+5,350
| +59% | +$147K | 0.02% | 275 |
|
|
2021
Q1 | $244K | Sell |
8,995
-720
| -7% | -$19.5K | 0.01% | 305 |
|
|
2020
Q4 | $268K | Sell |
9,715
-690
| -7% | -$19K | 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% | +$100K | 0.01% | 324 |
|
|
2020
Q1 | $35K | Buy |
+1,325
| New | +$35K | ﹤0.01% | 489 |
|