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Grove Bank & Trust’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Grove Bank & Trust’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-650
Closed -$16.2K – 571
2024
Q1 		$16.2K Hold
650
– – ﹤0.01% 461
2023
Q4 		$16.3K Hold
650
– – ﹤0.01% 447
2023
Q3 		$15.6K Hold
650
– – ﹤0.01% 476
2023
Q2 		$15.9K Buy
+650
New +$16.1K ﹤0.01% 467

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2024, closing a stake of 650 shares — an estimated $16.2K sold.

Grove Bank & Trust first reported a position in IBDT in Q2 2023 and held it in 4 quarters. The position peaked at $16.3K in Q4 2023. 288 funds tracked by Wall St. Rank hold IBDT as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 650 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2024, an estimated $16.2K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $16.3K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2024.

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