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Grove Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Grove Bank & Trust’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-561
Closed -$69K – 301
2017
Q4 		$69K Buy
+561
New +$68.9K 0.03% 261

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EFS
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State Street
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grove Bank & Trust's IEI Position: Q1 2018 in Review

Grove Bank & Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 561 shares — an estimated $69K sold.

Grove Bank & Trust first reported a position in IEI in Q4 2017 and held it in 1 quarter. The position peaked at $69K in Q4 2017. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

  • Grove Bank & Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 561 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $69K.
  • Grove Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • Grove Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $69K in Q4 2017.
  • 285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.