Sandy Spring Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$62.7K	Buy	568 +58	+11%	+$6.4K	﹤0.01%	533
2024 Q4	$56.2K	Sell	510 -85	-14%	-$9.37K	﹤0.01%	555
2024 Q3	$65.8K	Buy	595 +85	+17%	+$9.38K	﹤0.01%	535
2024 Q2	$56.4K	Hold	510	–	–	﹤0.01%	563
2024 Q1	$56.4K	Hold	510	–	–	﹤0.01%	554
2023 Q4	$56.2K	Hold	510	–	–	﹤0.01%	538
2023 Q3	$56.3K	Hold	510	–	–	﹤0.01%	530
2023 Q2	$56.3K	Buy	+510	New	+$56.2K	﹤0.01%	526
2021 Q4	–	Sell	-400	Closed	-$44K	–	1253
2021 Q3	$44K	Hold	400	–	–	﹤0.01%	577
2021 Q2	$44K	Buy	+400	New	+$44.2K	﹤0.01%	601
2020 Q4	–	Sell	-2,259	Closed	-$250K	–	1038
2020 Q3	$250K	Buy	+2,259	New	+$250K	0.02%	280
2018 Q3	–	Sell	-1,911	Closed	-$211K	–	805
2018 Q2	$211K	Hold	1,911	–	–	0.02%	296
2018 Q1	$211K	Hold	1,911	–	–	0.02%	300
2017 Q4	$211K	Hold	1,911	–	–	0.02%	282
2017 Q3	$211K	Hold	1,911	–	–	0.02%	282
2017 Q2	$211K	Hold	1,911	–	–	0.02%	288
2017 Q1	$211K	Hold	1,911	–	–	0.02%	282
2016 Q4	$211K	Buy	+1,911	New	+$211K	0.02%	285

Other funds holding SHV

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

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

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

Sandy Spring Bank increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q1 2025, buying an estimated $6.4K and bringing the position to 568 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Sandy Spring Bank first reported a position in SHV in Q4 2016 and has held it in 18 quarters since. The position peaked at $250K in Q3 2020. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Sandy Spring Bank held 568 shares of iShares 0-1 Year Treasury Bond ETF worth $62.7K as of Q1 2025.
Sandy Spring Bank bought 58 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $6.4K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #533 holding.
Sandy Spring Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 18 quarters since.
Sandy Spring Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $250K in Q3 2020.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

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