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Sandy Spring Bank’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sandy Spring Bank’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$52 Buy
+1
New +$51 ﹤0.01% 1195
2024
Q4 		– Sell
-170
Closed -$8.94K – 1284
2024
Q3 		$8.94K Sell
170
-68
-29% -$3.51K ﹤0.01% 874
2024
Q2 		$11.9K Buy
238
+20
+9% +$1K ﹤0.01% 849
2024
Q1 		$11.1K Hold
218
– – ﹤0.01% 838
2023
Q4 		$11.2K Hold
218
– – ﹤0.01% 794
2023
Q3 		$10.5K Buy
218
+126
+137% +$6.2K ﹤0.01% 808
2023
Q2 		$4.61K Buy
+92
New +$4.62K ﹤0.01% 966
2022
Q4 		– Sell
-210
Closed -$10K – 1217
2022
Q3 		$10K Sell
210
-200
-49% -$10.2K ﹤0.01% 814
2022
Q2 		$21K Buy
+410
New +$21.4K ﹤0.01% 689
2020
Q2 		– Sell
-58
Closed -$3K – 959
2020
Q1 		$3K Hold
58
– – ﹤0.01% 810
2019
Q4 		$3K Hold
58
– – ﹤0.01% 801
2019
Q3 		$3K Hold
58
– – ﹤0.01% 810
2019
Q2 		$3K Hold
58
– – ﹤0.01% 801
2019
Q1 		$3K Hold
58
– – ﹤0.01% 749
2018
Q4 		$3K Hold
58
– – ﹤0.01% 742
2018
Q3 		$3K Hold
58
– – ﹤0.01% 743
2018
Q2 		$3K Hold
58
– – ﹤0.01% 734
2018
Q1 		$3K Hold
58
– – ﹤0.01% 788
2017
Q4 		$3K Hold
58
– – ﹤0.01% 789
2017
Q3 		$3K Buy
+58
New +$3.25K ﹤0.01% 778

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025: 1 share worth $52. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in USIG as recently as Q3 2024.

Sandy Spring Bank first reported a position in USIG in Q3 2017 and has held it in 20 quarters since. The position peaked at $21K in Q2 2022. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Sandy Spring Bank held 1 share of iShares Broad USD Investment Grade Corporate Bond ETF worth $52 as of Q1 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Sandy Spring Bank position in Q1 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1195 holding.
  • Sandy Spring Bank first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 20 quarters since.
  • Sandy Spring Bank's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21K in Q2 2022.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

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