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Sandy Spring Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sandy Spring Bank’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$23K Buy
253
+189
+295% +$16.8K ﹤0.01% 711
2024
Q4 		$5.59K Hold
64
– – ﹤0.01% 960
2024
Q3 		$6.28K Hold
64
– – ﹤0.01% 930
2024
Q2 		$5.87K Hold
64
– – ﹤0.01% 968
2024
Q1 		$6.06K Hold
64
– – ﹤0.01% 941
2023
Q4 		$6.33K Sell
64
-1,019
-94% -$92.1K ﹤0.01% 889
2023
Q3 		$96.1K Buy
1,083
+266
+33% +$25.6K 0.01% 442
2023
Q2 		$84.1K Hold
817
– – ﹤0.01% 456
2023
Q1 		$86.9K Buy
817
+273
+50% +$28.6K ﹤0.01% 448
2022
Q4 		$54.2K Sell
544
-400
-42% -$40.3K ﹤0.01% 520
2022
Q3 		$97K Hold
944
– – 0.01% 418
2022
Q2 		$108K Sell
944
-164
-15% -$19.3K 0.01% 400
2022
Q1 		$146K Sell
1,108
-103
-9% -$14.2K 0.01% 374
2021
Q4 		$179K Buy
1,211
+43
+4% +$6.34K 0.01% 354
2021
Q3 		$169K Hold
1,168
– – 0.01% 350
2021
Q2 		$169K Sell
1,168
-115
-9% -$16K 0.01% 354
2021
Q1 		$174K Buy
1,283
+125
+11% +$18.1K 0.01% 338
2020
Q4 		$183K Sell
1,158
-100
-8% -$15.9K 0.01% 324
2020
Q3 		$205K Hold
1,258
– – 0.01% 296
2020
Q2 		$206K Sell
1,258
-13
-1% -$2.14K 0.02% 286
2020
Q1 		$210K Sell
1,271
-38
-3% -$5.66K 0.02% 272
2019
Q4 		$177K Hold
1,309
– – 0.01% 304
2019
Q3 		$187K Buy
+1,309
New +$182K 0.01% 303
2018
Q2 		– Sell
-282
Closed -$34K – 842
2018
Q1 		$34K Sell
282
-33
-10% -$3.99K ﹤0.01% 525
2017
Q4 		$40K Buy
+315
New +$39.5K ﹤0.01% 477
2017
Q2 		– Sell
-370
Closed -$44K – 865
2017
Q1 		$44K Buy
370
+147
+66% +$17.6K ﹤0.01% 470
2016
Q4 		$27K Sell
223
-20
-8% -$2.5K ﹤0.01% 533
2016
Q3 		$33K Buy
243
+173
+247% +$24K ﹤0.01% 497
2016
Q2 		$10K Sell
70
-230
-77% -$30.3K ﹤0.01% 665
2016
Q1 		$39K Buy
+300
New +$38.4K ﹤0.01% 482

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 295% in Q1 2025, buying an estimated $16.8K and bringing the position to 253 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Sandy Spring Bank first reported a position in TLT in Q1 2016 and has held it in 30 quarters since. The position peaked at $210K in Q1 2020. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Sandy Spring Bank held 253 shares of iShares 20+ Year Treasury Bond ETF worth $23K as of Q1 2025.
  • Sandy Spring Bank bought 189 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $16.8K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #711 holding.
  • Sandy Spring Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 30 quarters since.
  • Sandy Spring Bank's iShares 20+ Year Treasury Bond ETF position peaked at $210K in Q1 2020.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

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