Granite Bay Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-148,000	Closed	-$3.25M	–	167
2023 Q4	$3.25M	Sell	148,000 -104,000	-41%	-$2.28M	0.03%	136
2023 Q3	$5.54M	Buy	+252,000	New	+$5.54M	0.05%	106