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Sandy Spring Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sandy Spring Bank’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$29.5K Hold
271
– – ﹤0.01% 668
2024
Q4 		$29K Sell
271
-128
-32% -$14K ﹤0.01% 684
2024
Q3 		$45.1K Sell
399
-412
-51% -$45.6K ﹤0.01% 603
2024
Q2 		$86.9K Sell
811
-1,593
-66% -$170K ﹤0.01% 474
2024
Q1 		$262K Buy
2,404
+1,402
+140% +$152K 0.01% 342
2023
Q4 		$111K Hold
1,002
– – 0.01% 433
2023
Q3 		$102K Buy
1,002
+20
+2% +$2.11K 0.01% 433
2023
Q2 		$106K Sell
982
-1,541
-61% -$167K 0.01% 432
2023
Q1 		$277K Buy
2,523
+890
+55% +$96.4K 0.02% 312
2022
Q4 		$172K Sell
1,633
-659
-29% -$69K 0.01% 354
2022
Q3 		$234K Buy
2,292
+1,012
+79% +$112K 0.01% 311
2022
Q2 		$141K Buy
1,280
+609
+91% +$68.8K 0.01% 362
2022
Q1 		$81K Sell
671
-166
-20% -$20.7K ﹤0.01% 455
2021
Q4 		$111K Buy
837
+177
+27% +$23.5K 0.01% 425
2021
Q3 		$88K Sell
660
-68
-9% -$9.19K ﹤0.01% 450
2021
Q2 		$97K Buy
728
+68
+10% +$8.96K 0.01% 437
2021
Q1 		$86K Buy
660
+178
+37% +$23.7K 0.01% 425
2020
Q4 		$67K Buy
482
+11
+2% +$1.5K ﹤0.01% 444
2020
Q3 		$63K Sell
471
-151
-24% -$20.6K ﹤0.01% 432
2020
Q2 		$83K Buy
622
+151
+32% +$19.6K 0.01% 383
2020
Q1 		$58K Buy
471
+171
+57% +$21.8K 0.01% 414
2019
Q4 		$38K Sell
300
-44
-13% -$5.6K ﹤0.01% 514
2019
Q3 		$44K Buy
+344
New +$43.3K ﹤0.01% 486
2019
Q1 		– Sell
-209
Closed -$24K – 794
2018
Q4 		$24K Sell
209
-1,180
-85% -$133K ﹤0.01% 544
2018
Q3 		$160K Buy
1,389
+373
+37% +$43K 0.01% 320
2018
Q2 		$116K Sell
1,016
-500
-33% -$57.6K 0.01% 364
2018
Q1 		$178K Buy
1,516
+257
+20% +$30.4K 0.02% 318
2017
Q4 		$153K Sell
1,259
-93
-7% -$11.3K 0.01% 309
2017
Q3 		$164K Hold
1,352
– – 0.02% 303
2017
Q2 		$163K Buy
1,352
+450
+50% +$53.8K 0.02% 309
2017
Q1 		$106K Buy
902
+212
+31% +$24.9K 0.01% 343
2016
Q4 		$81K Buy
690
+88
+15% +$10.5K 0.01% 376
2016
Q3 		$74K Sell
602
-192
-24% -$23.6K 0.01% 390
2016
Q2 		$97K Buy
794
+120
+18% +$14.4K 0.01% 355
2016
Q1 		$80K Buy
674
+164
+32% +$18.8K 0.01% 376
2015
Q4 		$58K Hold
510
– – 0.01% 409
2015
Q3 		$59K Sell
510
-500
-50% -$57.8K 0.01% 419
2015
Q2 		$117K Buy
1,010
+117
+13% +$13.9K 0.01% 349
2015
Q1 		$109K Buy
893
+66
+8% +$8K 0.01% 353
2014
Q4 		$99K Hold
827
– – 0.01% 328
2014
Q3 		$98K Buy
827
+38
+5% +$4.52K 0.01% 331
2014
Q2 		$94K Buy
789
+434
+122% +$51.3K 0.01% 334
2014
Q1 		$42K Hold
355
– – 0.01% 395
2013
Q4 		$41K Hold
355
– – 0.01% 386
2013
Q3 		$40K Buy
355
+213
+150% +$24.1K 0.01% 383
2013
Q2 		$16K Buy
+142
New +$16.9K ﹤0.01% 476

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sandy Spring Bank held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2025 at 271 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Sandy Spring Bank first reported a position in LQD in Q2 2013 and has held it in 46 quarters since. The position peaked at $277K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Sandy Spring Bank held 271 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.5K as of Q1 2025.
  • Sandy Spring Bank left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #668 holding.
  • Sandy Spring Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Sandy Spring Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $277K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

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