Granite Harbor Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Granite Harbor Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-41,092	Closed	-$995K	–	56
2026 Q1	$996K	Buy	41,092 +17,829	+77%	+$432K	0.43%	49
2025 Q4	$564K	Sell	23,263 -25,546	-52%	-$619K	0.24%	68
2025 Q3	$1.19M	Buy	48,809 +315	+0.6%	+$7.63K	0.5%	45
2025 Q2	$1.18M	Buy	48,494 +27,141	+127%	+$656K	0.55%	36
2025 Q1	$517K	Sell	21,353 -13,359	-38%	-$322K	0.27%	62
2024 Q4	$836K	Buy	+34,712	New	+$837K	0.46%	42
2024 Q3	–	Hold	0	–	–	–	43
2024 Q2	–	Sell	-28,341	Closed	-$673K	–	41
2024 Q1	$676K	Buy	28,341 +654	+2%	+$15.6K	0.46%	43
2023 Q4	$662K	Sell	27,687 -256	-0.9%	-$6.01K	0.5%	44
2023 Q3	$652K	Hold	27,943	–	–	0.52%	44
2023 Q2	$656K	Buy	27,943 +9,246	+49%	+$218K	0.51%	45
2023 Q1	$444K	Buy	18,697 +1,133	+6%	+$26.7K	0.4%	51
2022 Q4	$410K	Buy	+17,564	New	+$408K	0.42%	45

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Granite Harbor Advisors's IBDR Position: Q2 2026 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 41,092 shares — an estimated $995K sold.

Granite Harbor Advisors first reported a position in IBDR in Q4 2022 and held it in 12 quarters. The position peaked at $1.19M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Granite Harbor Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Granite Harbor Advisors sold 41,092 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $995K.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
Granite Harbor Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.19M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.