GBWM
IBTF

Granite Bay Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Granite Bay Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-126,000
Closed -$2.91M – 165
2023
Q4 		$2.91M Hold
126,000
– – 0.03% 143
2023
Q3 		$2.91M Buy
+126,000
New +$2.91M 0.03% 148

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Granite Bay Wealth Management's IBTF Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2024, closing a stake of 126,000 shares — an estimated $2.91M sold.

Granite Bay Wealth Management first reported a position in IBTF in Q3 2023 and held it in 2 quarters. The position peaked at $2.91M in Q4 2023. 235 funds tracked by Wall St. Rank hold IBTF as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 126,000 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2024, an estimated $2.91M.
  • Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.91M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.