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Granite Bay Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Granite Bay Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,809
Closed -$590K – 74
2024
Q1 		$590K Buy
+24,809
New +$591K 0.34% 43
2023
Q2 		$756K Buy
32,200
+22,200
+222% +$525K 0.7% 19
2023
Q1 		$238K Buy
+10,000
New +$236K 0.17% 66

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Granite Bay Wealth Management's IBDS Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2024, closing a stake of 24,809 shares — an estimated $590K sold.

Granite Bay Wealth Management first reported a position in IBDS in Q1 2023 and held it in 3 quarters. The position peaked at $756K in Q2 2023. 306 funds tracked by Wall St. Rank hold IBDS as of Q2 2024.

  • Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 24,809 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2024, an estimated $590K.
  • Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Granite Bay Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $756K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.