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Sandy Spring Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sandy Spring Bank’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.79K Hold
49
– – ﹤0.01% 927
2024
Q4 		$5.66K Sell
49
-20
-29% -$2.33K ﹤0.01% 959
2024
Q3 		$8.25K Sell
69
-5,623
-99% -$665K ﹤0.01% 892
2024
Q2 		$657K Buy
5,692
+1,003
+21% +$115K 0.03% 266
2024
Q1 		$543K Buy
4,689
+3,350
+250% +$389K 0.02% 275
2023
Q4 		$157K Buy
1,339
+110
+9% +$12.6K 0.01% 391
2023
Q3 		$139K Buy
1,229
+372
+43% +$42.5K 0.01% 385
2023
Q2 		$98.8K Buy
857
+160
+23% +$18.7K 0.01% 439
2023
Q1 		$82K Buy
697
+49
+8% +$5.69K ﹤0.01% 457
2022
Q4 		$74.4K Sell
648
-111
-15% -$12.7K ﹤0.01% 460
2022
Q3 		$87K Buy
759
+648
+584% +$76.7K 0.01% 432
2022
Q2 		$13K Buy
+111
New +$13.3K ﹤0.01% 778
2017
Q3 		– Sell
-60
Closed -$7K – 828
2017
Q2 		$7K Sell
60
-240
-80% -$29.7K ﹤0.01% 725
2017
Q1 		$37K Buy
300
+205
+216% +$25.1K ﹤0.01% 493
2016
Q4 		$12K Buy
+95
New +$11.8K ﹤0.01% 633
2016
Q2 		– Sell
-200
Closed -$25K – 921
2016
Q1 		$25K Buy
+200
New +$25K ﹤0.01% 547

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sandy Spring Bank held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2025 at 49 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Sandy Spring Bank first reported a position in IEI in Q1 2016 and has held it in 16 quarters since. The position peaked at $657K in Q2 2024. 773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Sandy Spring Bank held 49 shares of iShares 3-7 Year Treasury Bond ETF worth $5.79K as of Q1 2025.
  • Sandy Spring Bank left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2025.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #927 holding.
  • Sandy Spring Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • Sandy Spring Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $657K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

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