GBT
IBTD

Grove Bank & Trust’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Grove Bank & Trust’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-741
Closed -$18.4K – 741
2023
Q3 		$18.4K Buy
+741
New +$18.4K ﹤0.01% 462

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 741 shares — an estimated $18.4K sold.

Grove Bank & Trust first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $18.4K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 741 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $18.4K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $18.4K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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