Sandy Spring Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$51.4K	Sell	1,115 -171	-13%	-$7.79K	﹤0.01%	570
2024 Q4	$58.1K	Hold	1,286	–	–	﹤0.01%	550
2024 Q3	$60.6K	Hold	1,286	–	–	﹤0.01%	548
2024 Q2	$58.2K	Hold	1,286	–	–	﹤0.01%	554
2024 Q1	$58.6K	Hold	1,286	–	–	﹤0.01%	547
2023 Q4	$59.2K	Hold	1,286	–	–	﹤0.01%	529
2023 Q3	$56.2K	Sell	1,286 -1	-0.1%	-$45	﹤0.01%	531
2023 Q2	$58.5K	Buy	1,287 +1	+0.1%	+$46	﹤0.01%	520
2023 Q1	$59.4K	Hold	1,286	–	–	﹤0.01%	508
2022 Q4	$57.8K	Buy	1,286 +936	+267%	+$41.9K	﹤0.01%	506
2022 Q3	$16K	Hold	350	–	–	﹤0.01%	717
2022 Q2	$16K	Hold	350	–	–	﹤0.01%	737
2022 Q1	$17K	Buy	+350	New	+$17.8K	﹤0.01%	749
2020 Q3	–	Sell	-18	Closed	-$1K	–	963
2020 Q2	$1K	Buy	+18	New	+$965	﹤0.01%	861

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2025, selling an estimated $7.79K and leaving 1,115 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Sandy Spring Bank first reported a position in IUSB in Q2 2020 and has held it in 14 quarters since. The position peaked at $60.6K in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

Sandy Spring Bank held 1,115 shares of iShares Core Universal USD Bond ETF worth $51.4K as of Q1 2025.
Sandy Spring Bank sold 171 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $7.79K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #570 holding.
Sandy Spring Bank first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 14 quarters since.
Sandy Spring Bank's iShares Core Universal USD Bond ETF position peaked at $60.6K in Q3 2024.
730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

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