Granite Harbor Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$896K	Sell	35,476 -7,709	-18%	-$195K	0.35%	53
2026 Q1	$1.09M	Buy	43,185 +18,050	+72%	+$459K	0.48%	46
2025 Q4	$640K	Sell	25,135 -24,492	-49%	-$624K	0.27%	63
2025 Q3	$1.27M	Buy	49,627 +300	+0.6%	+$7.63K	0.53%	41
2025 Q2	$1.25M	Buy	49,327 +26,011	+112%	+$655K	0.59%	34
2025 Q1	$589K	Sell	23,316 -12,712	-35%	-$319K	0.31%	58
2024 Q4	$897K	Buy	36,028 +5,051	+16%	+$127K	0.5%	41
2024 Q3	$791K	Buy	30,977 +874	+3%	+$22K	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%	-$5.71K	0.34%	49
2023 Q3	$435K	Hold	18,086	–	–	0.35%	50
2023 Q2	$443K	Buy	18,086 +2,956	+20%	+$73.2K	0.34%	52
2023 Q1	$377K	Buy	15,130 +1,072	+8%	+$26.5K	0.34%	54
2022 Q4	$341K	Buy	+14,058	New	+$339K	0.35%	53

Other funds holding IBDT

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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

SIC

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

HCM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 18% in Q2 2026, selling an estimated $195K and leaving 35,476 shares worth $896K. The position accounts for 0.35% of the portfolio, ranked #53.

Granite Harbor Advisors first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Granite Harbor Advisors held 35,476 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $896K as of Q2 2026.
Granite Harbor Advisors sold 7,709 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $195K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.35% of Granite Harbor Advisors's portfolio in Q2 2026, its #53 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.27M in Q3 2025.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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