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Grove Bank & Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Grove Bank & Trust’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,300
Closed -$28.8K – 573
2024
Q1 		$28.8K Hold
1,300
– – ﹤0.01% 414
2023
Q4 		$29.1K Hold
1,300
– – 0.01% 400
2023
Q3 		$28.4K Hold
1,300
– – 0.01% 424
2023
Q2 		$28.8K Buy
+1,300
New +$29.3K 0.01% 421

Other funds holding IBTH

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2024, closing a stake of 1,300 shares — an estimated $28.8K sold.

Grove Bank & Trust first reported a position in IBTH in Q2 2023 and held it in 4 quarters. The position peaked at $29.1K in Q4 2023. 170 funds tracked by Wall St. Rank hold IBTH as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 1,300 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2024, an estimated $28.8K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $29.1K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2024.

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