Sandy Spring Bank’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.44M	Sell	12,943 -285	-2%	-$31K	0.06%	193
2024 Q4	$1.41M	Sell	13,228 -1,467	-10%	-$159K	0.06%	196
2024 Q3	$1.62M	Sell	14,695 -557	-4%	-$60.5K	0.07%	187
2024 Q2	$1.63M	Sell	15,252 -362	-2%	-$38.5K	0.07%	180
2024 Q1	$1.68M	Sell	15,614 -610	-4%	-$65.2K	0.08%	176
2023 Q4	$1.74M	Sell	16,224 -570	-3%	-$59.6K	0.09%	169
2023 Q3	$1.74M	Sell	16,794 -189	-1%	-$20K	0.1%	165
2023 Q2	$1.83M	Sell	16,983 -2,085	-11%	-$227K	0.1%	160
2023 Q1	$2.1M	Sell	19,068 -1,096	-5%	-$119K	0.12%	151
2022 Q4	$2.15M	Sell	20,164 -2,037	-9%	-$218K	0.13%	148
2022 Q3	$2.33M	Sell	22,201 -70	-0.3%	-$7.93K	0.15%	136
2022 Q2	$2.54M	Buy	22,271 +1,123	+5%	+$133K	0.15%	132
2022 Q1	$2.63M	Buy	21,148 +270	+1%	+$34K	0.13%	140
2021 Q4	$2.7M	Buy	20,878 +732	+4%	+$94.4K	0.13%	146
2021 Q3	$2.57M	Sell	20,146 -366	-2%	-$47.2K	0.14%	146
2021 Q2	$2.63M	Buy	20,512 +52	+0.3%	+$6.61K	0.14%	141
2021 Q1	$2.57M	Sell	20,460 -170	-0.8%	-$21.5K	0.15%	139
2020 Q4	$2.63M	Sell	20,630 -310	-1%	-$39.1K	0.16%	129
2020 Q3	$2.65M	Sell	20,940 -215	-1%	-$27K	0.18%	121
2020 Q2	$2.6M	Sell	21,155 -220	-1%	-$26.7K	0.19%	116
2020 Q1	$2.52M	Sell	21,375 -1,861	-8%	-$219K	0.23%	109
2019 Q4	$2.71M	Sell	23,236 -13	-0.1%	-$1.51K	0.2%	117
2019 Q3	$2.7M	Sell	23,249 -641	-3%	-$74.4K	0.21%	112
2019 Q2	$2.76M	Sell	23,890 -596	-2%	-$67.8K	0.22%	107
2019 Q1	$2.77M	Sell	24,486 -1,980	-7%	-$220K	0.23%	104
2018 Q4	$2.9M	Buy	26,466 +2,299	+10%	+$251K	0.28%	96
2018 Q3	$2.67M	Sell	24,167 -79	-0.3%	-$8.82K	0.22%	117
2018 Q2	$2.74M	Sell	24,246 -1,105	-4%	-$124K	0.24%	110
2018 Q1	$2.87M	Sell	25,351 -249	-1%	-$28K	0.25%	104
2017 Q4	$2.92M	Sell	25,600 -203	-0.8%	-$23.1K	0.27%	99
2017 Q3	$2.93M	Buy	25,803 +905	+4%	+$103K	0.28%	98
2017 Q2	$2.97M	Buy	24,898 +2	+0%	+$229	0.29%	91
2017 Q1	$3M	Sell	24,896 -156	-0.6%	-$17.8K	0.3%	89
2016 Q4	$2.98M	Buy	25,052 +282	+1%	+$32.2K	0.31%	82
2016 Q3	$3.03M	Sell	24,770 -724	-3%	-$84K	0.32%	81
2016 Q2	$3.12M	Sell	25,494 -1,291	-5%	-$148K	0.36%	71
2016 Q1	$3.07M	Sell	26,785 -584	-2%	-$65.2K	0.35%	76
2015 Q4	$3M	Sell	27,369 -2,093	-7%	-$231K	0.35%	78
2015 Q3	$3.26M	Sell	29,462 -9,391	-24%	-$1.05M	0.4%	71
2015 Q2	$4.35M	Sell	38,853 -7,129	-16%	-$806K	0.49%	60
2015 Q1	$5.22M	Sell	45,982 -650	-1%	-$73.7K	0.61%	44
2014 Q4	$5.22M	Sell	46,632 -2,660	-5%	-$300K	0.63%	41
2014 Q3	$5.52M	Sell	49,292 -228	-0.5%	-$26.1K	0.68%	39
2014 Q2	$5.71M	Buy	49,520 +19,153	+63%	+$2.18M	0.72%	39
2014 Q1	$3.4M	Sell	30,367 -5,589	-16%	-$625K	0.52%	65
2013 Q4	$3.95M	Sell	35,956 -5,197	-13%	-$580K	0.56%	58
2013 Q3	$4.63M	Sell	41,153 -25,959	-39%	-$2.9M	0.69%	41
2013 Q2	$7.52M	Buy	+67,112	New	+$7.94M	1.18%	16

Other funds holding TIP

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares TIPS Bond ETF (TIP) stake by 2.2% in Q1 2025, selling an estimated $31K and leaving 12,943 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #193.

Sandy Spring Bank first reported a position in TIP in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.52M in Q2 2013. 1,002 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Sandy Spring Bank held 12,943 shares of iShares TIPS Bond ETF worth $1.44M as of Q1 2025.
Sandy Spring Bank sold 285 iShares TIPS Bond ETF shares in Q1 2025, an estimated $31K.
iShares TIPS Bond ETF made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #193 holding.
Sandy Spring Bank first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares TIPS Bond ETF position peaked at $7.52M in Q2 2013.
1,002 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

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