Grove Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Grove Bank & Trust’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-660	Closed	-$63.2K	–	862
2025 Q2	$63.2K	Hold	660	–	–	0.01%	398
2025 Q1	$62.9K	Buy	+660	New	+$61.8K	0.01%	384
2023 Q2	–	Sell	-365	Closed	-$36.2K	–	683
2023 Q1	$36.2K	Buy	+365	New	+$35.7K	0.01%	407
2016 Q2	–	Sell	-200	Closed	-$22K	–	283
2016 Q1	$22K	Sell	200 -50	-20%	-$5.45K	0.02%	194
2015 Q4	$26K	Buy	+250	New	+$26.7K	0.02%	217

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grove Bank & Trust's IEF Position: Q3 2025 in Review

Grove Bank & Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 660 shares — an estimated $63.2K sold.

Grove Bank & Trust first reported a position in IEF in Q4 2015 and held it in 5 quarters. The position peaked at $63.2K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Grove Bank & Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Grove Bank & Trust sold 660 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $63.2K.
Grove Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
Grove Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $63.2K in Q2 2025.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Grove Bank & Trust's 13F filing for Q3 2025, filed 6 Oct 2025.