Sandy Spring Bank’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Sandy Spring Bank’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.43M	Buy	57,229 +8,924	+18%	+$224K	0.06%	194
2024 Q4	$1.21M	Buy	48,305 +11,056	+30%	+$278K	0.05%	211
2024 Q3	$949K	Buy	37,249 +4,717	+14%	+$119K	0.04%	230
2024 Q2	$809K	Buy	32,532 +5,702	+21%	+$142K	0.04%	247
2024 Q1	$677K	Buy	26,830 +18,050	+206%	+$458K	0.03%	257
2023 Q4	$225K	Buy	8,780 +3,920	+81%	+$96.1K	0.01%	346
2023 Q3	$116K	Buy	4,860 +1,820	+60%	+$44.7K	0.01%	417
2023 Q2	$75.5K	Buy	+3,040	New	+$75.3K	﹤0.01%	470

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 18% in Q1 2025, buying an estimated $224K and bringing the position to 57,229 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #194.

Sandy Spring Bank first reported a position in IBMR in Q2 2023 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold IBMR as of Q1 2025.

Sandy Spring Bank held 57,229 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.43M as of Q1 2025.
Sandy Spring Bank bought 8,924 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2025, an estimated $224K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #194 holding.
Sandy Spring Bank first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and has held it in 8 quarters since.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2025.

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