Greenfield Savings Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Greenfield Savings Bank’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-44,778	Closed	-$1.13M	–	146
2023 Q1	$1.13M	Sell	44,778 -3,533	-7%	-$88.7K	0.73%	49
2022 Q4	$1.21M	Sell	48,311 -7,459	-13%	-$186K	0.8%	44
2022 Q3	$1.39M	Sell	55,770 -6,159	-10%	-$154K	1%	32
2022 Q2	$1.55M	Buy	+61,929	New	+$1.56M	1.04%	31

Other funds holding IBDO

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenfield Savings Bank's IBDO Position: Q2 2023 in Review

Greenfield Savings Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 44,778 shares — an estimated $1.13M sold.

Greenfield Savings Bank first reported a position in IBDO in Q2 2022 and held it in 4 quarters. The position peaked at $1.55M in Q2 2022. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Greenfield Savings Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Greenfield Savings Bank sold 44,778 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $1.13M.
Greenfield Savings Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 4 quarters.
Greenfield Savings Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.55M in Q2 2022.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Greenfield Savings Bank's 13F filing for Q2 2023, filed 7 Jul 2023.