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Grove Bank & Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Grove Bank & Trust’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,172
Closed -$29K – 732
2023
Q3 		$29K Buy
+1,172
New +$28.9K 0.01% 421

Other funds holding IBDP

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 1,172 shares — an estimated $29K sold.

Grove Bank & Trust first reported a position in IBDP in Q3 2023 and held it in 1 quarter. The position peaked at $29K in Q3 2023. 349 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 1,172 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $29K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $29K in Q3 2023.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

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