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Grove Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Grove Bank & Trust’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-84
Closed -$3.67K – 645
2023
Q3 		$3.67K Buy
+84
New +$3.75K ﹤0.01% 598

Other funds holding IUSB

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grove Bank & Trust's IUSB Position: Q4 2023 in Review

Grove Bank & Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 84 shares — an estimated $3.67K sold.

Grove Bank & Trust first reported a position in IUSB in Q3 2023 and held it in 1 quarter. The position peaked at $3.67K in Q3 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Grove Bank & Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 84 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $3.67K.
  • Grove Bank & Trust first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's iShares Core Universal USD Bond ETF position peaked at $3.67K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.