Granite Bay Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Granite Bay Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.27M	Buy	51,387 +15,127	+42%	+$375K	1.19%	16
2023 Q1	$900K	Buy	36,260 +1,465	+4%	+$36.2K	0.63%	24
2022 Q4	$859K	Buy	34,795 +10,895	+46%	+$269K	0.56%	25
2022 Q3	$592K	Buy	+23,900	New	+$594K	0.48%	29

Other funds holding IBTD

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Granite Bay Wealth Management's IBTD Position: Q2 2023 in Review

Granite Bay Wealth Management increased its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) stake by 42% in Q2 2023, buying an estimated $375K and bringing the position to 51,387 shares worth $1.27M. The position accounts for 1.19% of the portfolio, ranked #16.

Granite Bay Wealth Management first reported a position in IBTD in Q3 2022 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

Granite Bay Wealth Management held 51,387 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $1.27M as of Q2 2023.
Granite Bay Wealth Management bought 15,127 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $375K.
iShares iBonds Dec 2023 Term Treasury ETF made up 1.19% of Granite Bay Wealth Management's portfolio in Q2 2023, its #16 holding.
Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.