Sandy Spring Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-189
| Closed | -$17.7K | – | 1247 |
|
|
2024
Q2 | $17.7K | Buy |
+189
| New | +$17.6K | ﹤0.01% | 781 |
|
|
2023
Q4 | – | Sell |
-163
| Closed | -$14.9K | – | 1198 |
|
|
2023
Q3 | $14.9K | Buy |
+163
| New | +$15.4K | ﹤0.01% | 755 |
|
|
2022
Q4 | – | Sell |
-621
| Closed | -$60K | – | 1174 |
|
|
2022
Q3 | $60K | Buy |
621
+1
| +0.2% | +$101 | ﹤0.01% | 485 |
|
|
2022
Q2 | $63K | Sell |
620
-1
| -0.2% | -$103 | ﹤0.01% | 476 |
|
|
2022
Q1 | $67K | Sell |
621
-521
| -46% | -$57.8K | ﹤0.01% | 485 |
|
|
2021
Q4 | $132K | Hold |
1,142
| – | – | 0.01% | 395 |
|
|
2021
Q3 | $132K | Sell |
1,142
-78
| -6% | -$9.12K | 0.01% | 380 |
|
|
2021
Q2 | $141K | Buy |
1,220
+78
| +7% | +$8.93K | 0.01% | 370 |
|
|
2021
Q1 | $129K | Hold |
1,142
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $136K | Hold |
1,142
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $138K | Buy |
1,142
+521
| +84% | +$63.6K | 0.01% | 332 |
|
|
2020
Q2 | $75K | Sell |
621
-17
| -3% | -$2.07K | 0.01% | 394 |
|
|
2020
Q1 | $77K | Buy |
638
+538
| +538% | +$61.9K | 0.01% | 374 |
|
|
2019
Q4 | $11K | Buy |
+100
| New | +$11.1K | ﹤0.01% | 704 |
|
|
2019
Q1 | – | Sell |
-712
| Closed | -$75K | – | 791 |
|
|
2018
Q4 | $75K | Hold |
712
| – | – | 0.01% | 397 |
|
|
2018
Q3 | $72K | Buy |
712
+582
| +448% | +$59.4K | 0.01% | 414 |
|
|
2018
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 635 |
|
|
2018
Q1 | $13K | Sell |
130
-366
| -74% | -$37.7K | ﹤0.01% | 655 |
|
|
2017
Q4 | $52K | Buy |
496
+366
| +282% | +$38.8K | ﹤0.01% | 441 |
|
|
2017
Q3 | $14K | Sell |
130
-125
| -49% | -$13.4K | ﹤0.01% | 624 |
|
|
2017
Q2 | $27K | Sell |
255
-295
| -54% | -$31.5K | ﹤0.01% | 540 |
|
|
2017
Q1 | $58K | Hold |
550
| – | – | 0.01% | 434 |
|
|
2016
Q4 | $58K | Hold |
550
| – | – | 0.01% | 423 |
|
|
2016
Q3 | $62K | Hold |
550
| – | – | 0.01% | 410 |
|
|
2016
Q2 | $62K | Hold |
550
| – | – | 0.01% | 415 |
|
|
2016
Q1 | $61K | Buy |
+550
| New | +$60K | 0.01% | 413 |
|
|
2015
Q1 | – | Sell |
-122
| Closed | -$13K | – | 909 |
|
|
2014
Q4 | $13K | Buy |
+122
| New | +$12.9K | ﹤0.01% | 591 |
|
|
2013
Q3 | – | Sell |
-7
| Closed | -$1K | – | 640 |
|
|
2013
Q2 | $1K | Buy |
+7
| New | +$746 | ﹤0.01% | 610 |
|
Other funds holding IEF
Sandy Spring Bank's IEF Position: Q3 2024 in Review
Sandy Spring Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 189 shares — an estimated $17.7K sold.
Sandy Spring Bank first reported a position in IEF in Q2 2013 and held it in 28 quarters. The position peaked at $141K in Q2 2021. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.
- Sandy Spring Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
- Sandy Spring Bank sold 189 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $17.7K.
- Sandy Spring Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 28 quarters.
- Sandy Spring Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $141K in Q2 2021.
- 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.
Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.