GSB
IBTE

Greenfield Savings Bank’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Greenfield Savings Bank’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,148
Closed -$364K – 153
2024
Q3 		$364K Sell
15,148
-645
-4% -$15.4K 0.17% 119
2024
Q2 		$379K Buy
15,793
+1,274
+9% +$30.5K 0.19% 107
2024
Q1 		$348K Buy
14,519
+2,420
+20% +$57.8K 0.18% 117
2023
Q4 		$289K Buy
12,099
+228
+2% +$5.43K 0.17% 115
2023
Q3 		$283K Buy
11,871
+200
+2% +$4.76K 0.18% 115
2023
Q2 		$278K Buy
+11,671
New +$279K 0.19% 107

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Greenfield Savings Bank's IBTE Position: Q4 2024 in Review

Greenfield Savings Bank sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 15,148 shares — an estimated $364K sold.

Greenfield Savings Bank first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $379K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Greenfield Savings Bank reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Greenfield Savings Bank sold 15,148 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $364K.
  • Greenfield Savings Bank first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Greenfield Savings Bank's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $379K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Greenfield Savings Bank's 13F filing for Q4 2024, filed 13 Jan 2025.