Sandy Spring Bank’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.93K	Buy	+161	New	+$5.97K	﹤0.01%	924
2024 Q4	–	Sell	-24	Closed	-$904	–	1285
2024 Q3	$904	Buy	+24	New	+$887	﹤0.01%	1094
2023 Q4	–	Sell	-376	Closed	-$13.1K	–	1227
2023 Q3	$13.1K	Sell	376 -323	-46%	-$11.3K	﹤0.01%	772
2023 Q2	$24.7K	Buy	+699	New	+$24.5K	﹤0.01%	681
2022 Q1	–	Sell	-90	Closed	-$4K	–	1226
2021 Q4	$4K	Hold	90	–	–	﹤0.01%	1065
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	1004
2021 Q2	$4K	Buy	+90	New	+$3.72K	﹤0.01%	1017
2019 Q4	–	Sell	-1,198	Closed	-$49K	–	869
2019 Q3	$49K	Buy	+1,198	New	+$48.9K	﹤0.01%	477

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Sandy Spring Bank opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025: 161 shares worth $5.93K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in USHY as recently as Q3 2024.

Sandy Spring Bank first reported a position in USHY in Q3 2019 and has held it in 8 quarters since. The position peaked at $49K in Q3 2019. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Sandy Spring Bank held 161 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.93K as of Q1 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Sandy Spring Bank position in Q1 2025.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #924 holding.
Sandy Spring Bank first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 8 quarters since.
Sandy Spring Bank's iShares Broad USD High Yield Corporate Bond ETF position peaked at $49K in Q3 2019.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

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