GSB
IBDQ

Greenfield Savings Bank’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Greenfield Savings Bank’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,380
Closed -$204K – 138
2022
Q4 		$204K Sell
8,380
-80
-0.9% -$1.94K 0.13% 132
2022
Q3 		$204K Buy
+8,460
New +$209K 0.15% 131

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Greenfield Savings Bank's IBDQ Position: Q1 2023 in Review

Greenfield Savings Bank sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2023, closing a stake of 8,380 shares — an estimated $204K sold.

Greenfield Savings Bank first reported a position in IBDQ in Q3 2022 and held it in 2 quarters. The position peaked at $204K in Q3 2022. 254 funds tracked by Wall St. Rank hold IBDQ as of Q1 2023.

  • Greenfield Savings Bank reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Greenfield Savings Bank sold 8,380 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2023, an estimated $204K.
  • Greenfield Savings Bank first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 2 quarters.
  • Greenfield Savings Bank's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $204K in Q3 2022.
  • 254 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2023.

Based on Greenfield Savings Bank's 13F filing for Q1 2023, filed 12 Apr 2023.