Sandy Spring Bank’s VanEck Intermediate Muni ETF ITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.6K	Buy	+57	New	+$2.62K	﹤0.01%	1018
2022 Q4	–	Sell	-2,371	Closed	-$103K	–	1179
2022 Q3	$103K	Sell	2,371 -18	-0.8%	-$823	0.01%	409
2022 Q2	$109K	Buy	2,389 +18	+0.8%	+$823	0.01%	395
2022 Q1	$112K	Hold	2,371	–	–	0.01%	404
2021 Q4	$122K	Hold	2,371	–	–	0.01%	412
2021 Q3	$121K	Hold	2,371	–	–	0.01%	387
2021 Q2	$123K	Hold	2,371	–	–	0.01%	392
2021 Q1	$122K	Buy	+2,371	New	+$123K	0.01%	374

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in VanEck Intermediate Muni ETF (ITM) in Q1 2025: 57 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in ITM as recently as Q3 2022.

Sandy Spring Bank first reported a position in ITM in Q1 2021 and has held it in 8 quarters since. The position peaked at $123K in Q2 2021. 174 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

Sandy Spring Bank held 57 shares of VanEck Intermediate Muni ETF worth $2.6K as of Q1 2025.
VanEck Intermediate Muni ETF was a new Sandy Spring Bank position in Q1 2025.
VanEck Intermediate Muni ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1018 holding.
Sandy Spring Bank first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and has held it in 8 quarters since.
Sandy Spring Bank's VanEck Intermediate Muni ETF position peaked at $123K in Q2 2021.
174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

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