Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-85,133	Closed	-$2.06M	–	30
2026 Q1	$2.06M	Buy	85,133 +24,487	+40%	+$594K	0.9%	27
2025 Q4	$1.47M	Sell	60,646 -24,741	-29%	-$601K	0.62%	38
2025 Q3	$2.08M	Buy	85,387 +6,169	+8%	+$150K	0.87%	26
2025 Q2	$1.92M	Buy	79,218 +27,902	+54%	+$673K	0.9%	24
2025 Q1	$1.24M	Sell	51,316 -11,055	-18%	-$266K	0.66%	32
2024 Q4	$1.49M	Buy	+62,371	New	+$1.5M	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%	-$420	0.82%	28
2023 Q3	$1.05M	Buy	45,401 +5,929	+15%	+$138K	0.84%	28
2023 Q2	$927K	Buy	39,472 +9,353	+31%	+$221K	0.72%	30
2023 Q1	$717K	Buy	30,119 +5,174	+21%	+$122K	0.65%	35
2022 Q4	$583K	Buy	+24,945	New	+$578K	0.59%	38

Other funds holding IBDS

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Granite Harbor Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 85,133 shares — an estimated $2.06M sold.

Granite Harbor Advisors first reported a position in IBDS in Q4 2022 and held it in 12 quarters. The position peaked at $2.08M in Q3 2025. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Granite Harbor Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Granite Harbor Advisors sold 85,133 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.06M.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
Granite Harbor Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.08M in Q3 2025.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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