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Sandy Spring Bank’s iShares MBS ETF MBB Stock Holding History

Sandy Spring Bank’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.75K Hold
40
– – ﹤0.01% 980
2024
Q4 		$3.67K Sell
40
-15
-27% -$1.4K ﹤0.01% 1003
2024
Q3 		$5.27K Sell
55
-202
-79% -$19.1K ﹤0.01% 953
2024
Q2 		$23.6K Buy
257
+170
+195% +$15.5K ﹤0.01% 727
2024
Q1 		$8.04K Buy
+87
New +$8.05K ﹤0.01% 884
2022
Q4 		– Sell
-380
Closed -$35K – 1189
2022
Q3 		$35K Hold
380
– – ﹤0.01% 567
2022
Q2 		$37K Sell
380
-171
-31% -$16.8K ﹤0.01% 571
2022
Q1 		$56K Sell
551
-595
-52% -$62.1K ﹤0.01% 524
2021
Q4 		$123K Buy
1,146
+507
+79% +$54.6K 0.01% 409
2021
Q3 		$69K Hold
639
– – ﹤0.01% 497
2021
Q2 		$69K Buy
639
+551
+626% +$59.7K ﹤0.01% 499
2021
Q1 		$10K Hold
88
– – ﹤0.01% 797
2020
Q4 		$10K Sell
88
-457
-84% -$50.3K ﹤0.01% 753
2020
Q3 		$60K Hold
545
– – ﹤0.01% 439
2020
Q2 		$61K Sell
545
-17
-3% -$1.88K ﹤0.01% 430
2020
Q1 		$62K Buy
562
+474
+539% +$51.6K 0.01% 403
2019
Q4 		$10K Sell
88
-174
-66% -$18.8K ﹤0.01% 721
2019
Q3 		$29K Buy
262
+174
+198% +$18.8K ﹤0.01% 556
2019
Q2 		$9K Hold
88
– – ﹤0.01% 726
2019
Q1 		$9K Hold
88
– – ﹤0.01% 681
2018
Q4 		$9K Buy
+88
New +$9.05K ﹤0.01% 678
2017
Q4 		– Sell
-163
Closed -$17K – 867
2017
Q3 		$17K Hold
163
– – ﹤0.01% 597
2017
Q2 		$17K Buy
+163
New +$17.4K ﹤0.01% 605
2017
Q1 		– Sell
-196
Closed -$21K – 855
2016
Q4 		$21K Buy
+196
New +$21.2K ﹤0.01% 567
2016
Q2 		– Sell
-407
Closed -$45K – 927
2016
Q1 		$45K Buy
+407
New +$44.4K 0.01% 455
2013
Q3 		– Sell
-6
Closed -$1K – 645
2013
Q2 		$1K Buy
+6
New +$642 ﹤0.01% 612

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sandy Spring Bank held its iShares MBS ETF (MBB) position steady in Q1 2025 at 40 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Sandy Spring Bank first reported a position in MBB in Q2 2013 and has held it in 26 quarters since. The position peaked at $123K in Q4 2021. 932 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Sandy Spring Bank held 40 shares of iShares MBS ETF worth $3.75K as of Q1 2025.
  • Sandy Spring Bank left its iShares MBS ETF share count unchanged in Q1 2025.
  • iShares MBS ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #980 holding.
  • Sandy Spring Bank first reported a position in iShares MBS ETF in Q2 2013 and has held it in 26 quarters since.
  • Sandy Spring Bank's iShares MBS ETF position peaked at $123K in Q4 2021.
  • 932 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

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