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Grove Bank & Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Grove Bank & Trust’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-475
Closed -$9.73K – 572
2024
Q1 		$9.73K Hold
475
– – ﹤0.01% 503
2023
Q4 		$9.87K Hold
475
– – ﹤0.01% 490
2023
Q3 		$9.21K Hold
475
– – ﹤0.01% 533
2023
Q2 		$9.63K Buy
+475
New +$9.69K ﹤0.01% 510

Other funds holding IBDW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2024, closing a stake of 475 shares — an estimated $9.73K sold.

Grove Bank & Trust first reported a position in IBDW in Q2 2023 and held it in 4 quarters. The position peaked at $9.87K in Q4 2023. 141 funds tracked by Wall St. Rank hold IBDW as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 475 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2024, an estimated $9.73K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $9.87K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2024.

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