GHA
Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Buy |
79,218
+27,902
| +54% | +$677K | 0.9% | 24 |
|
2025
Q1 | $1.24M | Sell |
51,316
-11,055
| -18% | -$267K | 0.66% | 32 |
|
2024
Q4 | $1.49M | Buy |
+62,371
| New | +$1.49M | 0.83% | 27 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 28 |
|
2024
Q2 | – | Sell |
-51,389
| Closed | -$1.22M | – | 29 |
|
2024
Q1 | $1.22M | Buy |
51,389
+6,006
| +13% | +$143K | 0.83% | 28 |
|
2023
Q4 | $1.09M | Sell |
45,383
-18
| -0% | -$431 | 0.82% | 28 |
|
2023
Q3 | $1.05M | Buy |
45,401
+5,929
| +15% | +$137K | 0.84% | 28 |
|
2023
Q2 | $927K | Buy |
39,472
+9,353
| +31% | +$220K | 0.72% | 30 |
|
2023
Q1 | $717K | Buy |
30,119
+5,174
| +21% | +$123K | 0.65% | 35 |
|
2022
Q4 | $583K | Buy |
+24,945
| New | +$583K | 0.59% | 38 |
|