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Grove Bank & Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Grove Bank & Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-517
Closed -$11.7K – 575
2024
Q1 		$11.7K Hold
517
– – ﹤0.01% 486
2023
Q4 		$11.9K Hold
517
– – ﹤0.01% 473
2023
Q3 		$11.4K Hold
517
– – ﹤0.01% 508
2023
Q2 		$12K Buy
+517
New +$12.2K ﹤0.01% 495

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2024, closing a stake of 517 shares — an estimated $11.7K sold.

Grove Bank & Trust first reported a position in IBTM in Q2 2023 and held it in 4 quarters. The position peaked at $12K in Q2 2023. 58 funds tracked by Wall St. Rank hold IBTM as of Q2 2024.

  • Grove Bank & Trust reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 517 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2024, an estimated $11.7K.
  • Grove Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Grove Bank & Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $12K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2024.

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