GBT
IBDO

Grove Bank & Trust’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Grove Bank & Trust’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
Q4 		– Sell
-1,869
Closed -$47.4K – 740
2023
Q3 		$47.4K Hold
1,869
– – 0.01% 370
2023
Q2 		$47.3K Buy
+1,869
New +$47.1K 0.01% 374

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Grove Bank & Trust's IBDO Position: Q4 2023 in Review

Grove Bank & Trust sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 1,869 shares — an estimated $47.4K sold.

Grove Bank & Trust first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $47.4K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 1,869 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $47.4K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $47.4K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.