Sandy Spring Bank’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.73M	Buy	33,506 +13,048	+64%	+$677K	0.07%	184
2024 Q4	$1.06M	Buy	20,458 +15,654	+326%	+$818K	0.04%	229
2024 Q3	$255K	Buy	4,804 +1,374	+40%	+$72.2K	0.01%	352
2024 Q2	$179K	Buy	+3,430	New	+$178K	0.01%	381
2016 Q3	–	Sell	-100	Closed	-$6K	–	870
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	753
2016 Q1	$5K	Buy	+100	New	+$5.43K	﹤0.01%	800

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Sandy Spring Bank increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 64% in Q1 2025, buying an estimated $677K and bringing the position to 33,506 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #184.

Sandy Spring Bank first reported a position in MUNI in Q1 2016 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Sandy Spring Bank held 33,506 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.73M as of Q1 2025.
Sandy Spring Bank bought 13,048 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $677K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of Sandy Spring Bank's portfolio in Q1 2025, its #184 holding.
Sandy Spring Bank first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2016 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

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