Granite Harbor Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
49,327
+26,011
| +112% | +$661K | 0.59% | 34 |
|
|
2025
Q1 | $589K | Sell |
23,316
-12,712
| -35% | -$321K | 0.31% | 58 |
|
|
2024
Q4 | $897K | Buy |
36,028
+5,051
| +16% | +$126K | 0.5% | 41 |
|
|
2024
Q3 | $791K | Buy |
30,977
+874
| +3% | +$22.3K | 0.46% | 38 |
|
|
2024
Q2 | $746K | Buy |
30,103
+4,170
| +16% | +$103K | 0.47% | 37 |
|
|
2024
Q1 | $646K | Buy |
25,933
+8,082
| +45% | +$201K | 0.44% | 45 |
|
|
2023
Q4 | $448K | Sell |
17,851
-235
| -1% | -$5.9K | 0.34% | 49 |
|
|
2023
Q3 | $435K | Hold |
18,086
| – | – | 0.35% | 50 |
|
|
2023
Q2 | $443K | Buy |
18,086
+2,956
| +20% | +$72.4K | 0.34% | 52 |
|
|
2023
Q1 | $377K | Buy |
15,130
+1,072
| +8% | +$26.7K | 0.34% | 54 |
|
|
2022
Q4 | $341K | Buy |
+14,058
| New | +$341K | 0.35% | 53 |
|