Grove Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.5K	Hold	1,200	–	–	0.01%	345
2026 Q1	$99.1K	Hold	1,200	–	–	0.01%	338
2025 Q4	$99.4K	Hold	1,200	–	–	0.01%	342
2025 Q3	$99.6K	Hold	1,200	–	–	0.01%	337
2025 Q2	$99.4K	Hold	1,200	–	–	0.01%	339
2025 Q1	$99.3K	Hold	1,200	–	–	0.01%	320
2024 Q4	$98.4K	Hold	1,200	–	–	0.01%	298
2024 Q3	$99.8K	Hold	1,200	–	–	0.01%	290
2024 Q2	$98K	Hold	1,200	–	–	0.02%	280
2024 Q1	$98.1K	Hold	1,200	–	–	0.02%	297
2023 Q4	$98.4K	Hold	1,200	–	–	0.02%	282
2023 Q3	$97.2K	Hold	1,200	–	–	0.02%	286
2023 Q2	$97.3K	Hold	1,200	–	–	0.02%	290
2023 Q1	$98.6K	Buy	+1,200	New	+$97.8K	0.02%	290
2018 Q1	–	Sell	-156	Closed	-$13K	–	406
2017 Q4	$13K	Buy	+156	New	+$13.1K	0.01%	419
2016 Q2	–	Sell	-400	Closed	-$34K	–	294
2016 Q1	$34K	Hold	400	–	–	0.03%	178
2015 Q4	$34K	Buy	+400	New	+$33.9K	0.03%	205

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grove Bank & Trust's SHY Position: Q2 2026 in Review

Grove Bank & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,200 shares worth $98.5K. The position accounts for 0.01% of the portfolio, ranked #345.

Grove Bank & Trust first reported a position in SHY in Q4 2015 and has held it in 17 quarters since. The position peaked at $99.8K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Grove Bank & Trust held 1,200 shares of iShares 1-3 Year Treasury Bond ETF worth $98.5K as of Q2 2026.
Grove Bank & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #345 holding.
Grove Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 17 quarters since.
Grove Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $99.8K in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.