SSB
IBMS

Sandy Spring Bank’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Sandy Spring Bank’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.31M Buy
51,760
+8,731
+20% +$223K 0.06% 202
2024
Q4 		$1.09M Buy
43,029
+19,192
+81% +$490K 0.04% 223
2024
Q3 		$617K Buy
+23,837
New +$610K 0.03% 274

Other funds holding IBMS

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 20% in Q1 2025, buying an estimated $223K and bringing the position to 51,760 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #202.

Sandy Spring Bank first reported a position in IBMS in Q3 2024 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IBMS as of Q1 2025.

  • Sandy Spring Bank held 51,760 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.31M as of Q1 2025.
  • Sandy Spring Bank bought 8,731 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2025, an estimated $223K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #202 holding.
  • Sandy Spring Bank first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2025.

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