Greenfield Savings Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,730	Closed	-$476K	–	145
2025 Q3	$476K	Buy	20,730 +1,135	+6%	+$26K	0.2%	111
2025 Q2	$449K	Sell	19,595 -206	-1%	-$4.71K	0.2%	107
2025 Q1	$454K	Sell	19,801 -305	-2%	-$6.97K	0.22%	103
2024 Q4	$459K	Buy	20,106 +3,038	+18%	+$69.4K	0.22%	104
2024 Q3	$394K	Sell	17,068 -809	-5%	-$18.5K	0.19%	112
2024 Q2	$405K	Buy	17,877 +1,724	+11%	+$38.9K	0.21%	106
2024 Q1	$367K	Buy	16,153 +5,375	+50%	+$122K	0.19%	111
2023 Q4	$246K	Sell	10,778 -1,156	-10%	-$26.1K	0.14%	126
2023 Q3	$268K	Hold	11,934	–	–	0.17%	116
2023 Q2	$270K	Buy	+11,934	New	+$274K	0.18%	109

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Greenfield Savings Bank's IBTG Position: Q4 2025 in Review

Greenfield Savings Bank sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 20,730 shares — an estimated $476K sold.

Greenfield Savings Bank first reported a position in IBTG in Q2 2023 and held it in 10 quarters. The position peaked at $476K in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

Greenfield Savings Bank reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Greenfield Savings Bank sold 20,730 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $476K.
Greenfield Savings Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and held it in 10 quarters.
Greenfield Savings Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $476K in Q3 2025.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Greenfield Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.