Sandy Spring Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$96.3K	Buy	1,164 +256	+28%	+$21.1K	﹤0.01%	450
2024 Q4	$74.4K	Hold	908	–	–	﹤0.01%	507
2024 Q3	$75.5K	Hold	908	–	–	﹤0.01%	510
2024 Q2	$74.1K	Hold	908	–	–	﹤0.01%	508
2024 Q1	$74.3K	Sell	908 -2,500	-73%	-$205K	﹤0.01%	510
2023 Q4	$280K	Hold	3,408	–	–	0.01%	325
2023 Q3	$276K	Sell	3,408 -1,160	-25%	-$93.9K	0.02%	311
2023 Q2	$370K	Buy	4,568 +3,660	+403%	+$299K	0.02%	283
2023 Q1	$74.6K	Hold	908	–	–	﹤0.01%	468
2022 Q4	$73.7K	Hold	908	–	–	﹤0.01%	462
2022 Q3	$74K	Buy	908 +100	+12%	+$8.23K	﹤0.01%	453
2022 Q2	$67K	Hold	808	–	–	﹤0.01%	462
2022 Q1	$67K	Sell	808 -31	-4%	-$2.62K	﹤0.01%	488
2021 Q4	$72K	Hold	839	–	–	﹤0.01%	497
2021 Q3	$73K	Hold	839	–	–	﹤0.01%	482
2021 Q2	$73K	Buy	839 +31	+4%	+$2.67K	﹤0.01%	491
2021 Q1	$70K	Sell	808 -13	-2%	-$1.12K	﹤0.01%	470
2020 Q4	$72K	Buy	821 +13	+2%	+$1.12K	﹤0.01%	437
2020 Q3	$70K	Hold	808	–	–	﹤0.01%	420
2020 Q2	$70K	Hold	808	–	–	0.01%	404
2020 Q1	$70K	Hold	808	–	–	0.01%	387
2019 Q4	$68K	Hold	808	–	–	﹤0.01%	425
2019 Q3	$69K	Hold	808	–	–	0.01%	426
2019 Q2	$69K	Hold	808	–	–	0.01%	420
2019 Q1	$68K	Hold	808	–	–	0.01%	405
2018 Q4	$68K	Hold	808	–	–	0.01%	409
2018 Q3	$67K	Hold	808	–	–	0.01%	423
2018 Q2	$67K	Hold	808	–	–	0.01%	427
2018 Q1	$68K	Hold	808	–	–	0.01%	429
2017 Q4	$68K	Hold	808	–	–	0.01%	403
2017 Q3	$68K	Hold	808	–	–	0.01%	400
2017 Q2	$68K	Hold	808	–	–	0.01%	415
2017 Q1	$68K	Hold	808	–	–	0.01%	412
2016 Q4	$68K	Hold	808	–	–	0.01%	402
2016 Q3	$69K	Hold	808	–	–	0.01%	400
2016 Q2	$69K	Hold	808	–	–	0.01%	399
2016 Q1	$69K	Hold	808	–	–	0.01%	397
2015 Q4	$68K	Sell	808 -163	-17%	-$13.8K	0.01%	381
2015 Q3	$83K	Sell	971 -1,799	-65%	-$153K	0.01%	368
2015 Q2	$235K	Buy	2,770 +19	+0.7%	+$1.61K	0.03%	277
2015 Q1	$234K	Sell	2,751 -500	-15%	-$42.4K	0.03%	271
2014 Q4	$275K	Sell	3,251 -2,266	-41%	-$192K	0.03%	238
2014 Q3	$466K	Hold	5,517	–	–	0.06%	218
2014 Q2	$467K	Hold	5,517	–	–	0.06%	217
2014 Q1	$466K	Sell	5,517 -153	-3%	-$12.9K	0.07%	208
2013 Q4	$478K	Sell	5,670 -845	-13%	-$71.4K	0.07%	200
2013 Q3	$550K	Hold	6,515	–	–	0.08%	186
2013 Q2	$549K	Buy	+6,515	New	+$550K	0.09%	179

Other funds holding SHY

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Sandy Spring Bank increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 28% in Q1 2025, buying an estimated $21.1K and bringing the position to 1,164 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Sandy Spring Bank first reported a position in SHY in Q2 2013 and has held it in 48 quarters since. The position peaked at $550K in Q3 2013. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Sandy Spring Bank held 1,164 shares of iShares 1-3 Year Treasury Bond ETF worth $96.3K as of Q1 2025.
Sandy Spring Bank bought 256 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $21.1K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #450 holding.
Sandy Spring Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $550K in Q3 2013.
1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

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