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Grove Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Grove Bank & Trust’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-850
Closed -$20.3K – 570
2024
Q1 		$20.3K Hold
850
– – ﹤0.01% 445
2023
Q4 		$20.3K Hold
850
– – ﹤0.01% 434
2023
Q3 		$19.8K Hold
850
– – ﹤0.01% 456
2023
Q2 		$19.9K Buy
+850
New +$20.1K ﹤0.01% 448

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Grove Bank & Trust's IBDR Position: Q2 2024 in Review

Grove Bank & Trust sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 850 shares — an estimated $20.3K sold.

Grove Bank & Trust first reported a position in IBDR in Q2 2023 and held it in 4 quarters. The position peaked at $20.3K in Q4 2023. 326 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 850 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $20.3K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $20.3K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

Based on Grove Bank & Trust's 13F filing for Q2 2024, filed 24 Jul 2024.