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Grove Bank & Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Grove Bank & Trust’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,125
Closed -$24.2K – 574
2024
Q1 		$24.2K Hold
1,125
– – ﹤0.01% 433
2023
Q4 		$24.5K Hold
1,125
– – ﹤0.01% 419
2023
Q3 		$23.6K Hold
1,125
– – ﹤0.01% 441
2023
Q2 		$24.3K Buy
+1,125
New +$24.8K ﹤0.01% 438

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2024, closing a stake of 1,125 shares — an estimated $24.2K sold.

Grove Bank & Trust first reported a position in IBTJ in Q2 2023 and held it in 4 quarters. The position peaked at $24.5K in Q4 2023. 107 funds tracked by Wall St. Rank hold IBTJ as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 1,125 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2024, an estimated $24.2K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $24.5K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2024.

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