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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return