Sandy Spring Bank’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.09K	Hold	78	–	–	﹤0.01%	877
2024 Q4	$7.76K	Hold	78	–	–	﹤0.01%	898
2024 Q3	$8.53K	Hold	78	–	–	﹤0.01%	887
2024 Q2	$8.01K	Hold	78	–	–	﹤0.01%	907
2024 Q1	$8.19K	Hold	78	–	–	﹤0.01%	878
2023 Q4	$8.45K	Hold	78	–	–	﹤0.01%	846
2023 Q3	$7.68K	Buy	+78	New	+$8.19K	﹤0.01%	860
2022 Q2	–	Sell	-54	Closed	-$7K	–	1174
2022 Q1	$7K	Hold	54	–	–	﹤0.01%	926
2021 Q4	$8K	Hold	54	–	–	﹤0.01%	954
2021 Q3	$8K	Hold	54	–	–	﹤0.01%	915
2021 Q2	$8K	Hold	54	–	–	﹤0.01%	928
2021 Q1	$8K	Hold	54	–	–	﹤0.01%	830
2020 Q4	$9K	Hold	54	–	–	﹤0.01%	767
2020 Q3	$9K	Hold	54	–	–	﹤0.01%	697
2020 Q2	$9K	Hold	54	–	–	﹤0.01%	715
2020 Q1	$9K	Sell	54 -35	-39%	-$5.41K	﹤0.01%	688
2019 Q4	$13K	Hold	89	–	–	﹤0.01%	684
2019 Q3	$13K	Buy	+89	New	+$13.1K	﹤0.01%	691

Other funds holding TLH

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Sandy Spring Bank held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q1 2025 at 78 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Sandy Spring Bank first reported a position in TLH in Q3 2019 and has held it in 18 quarters since. The position peaked at $13K in Q4 2019. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Sandy Spring Bank held 78 shares of iShares 10-20 Year Treasury Bond ETF worth $8.09K as of Q1 2025.
Sandy Spring Bank left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q1 2025.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #877 holding.
Sandy Spring Bank first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2019 and has held it in 18 quarters since.
Sandy Spring Bank's iShares 10-20 Year Treasury Bond ETF position peaked at $13K in Q4 2019.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

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