Granite Harbor Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$900K	Buy	38,850 +406	+1%	+$9.41K	0.36%	52
2026 Q1	$894K	Buy	38,444 +20,474	+114%	+$479K	0.39%	53
2025 Q4	$421K	Sell	17,970 -26,721	-60%	-$626K	0.18%	82
2025 Q3	$1.05M	Buy	44,691 +992	+2%	+$23.2K	0.44%	51
2025 Q2	$1.02M	Buy	43,699 +28,441	+186%	+$656K	0.48%	46
2025 Q1	$353K	Sell	15,258 -9,001	-37%	-$206K	0.19%	76
2024 Q4	$553K	Buy	24,259 +4,825	+25%	+$111K	0.31%	61
2024 Q3	$457K	Buy	19,434 +949	+5%	+$22K	0.26%	64
2024 Q2	$419K	Buy	18,485 +4,596	+33%	+$104K	0.27%	65
2024 Q1	$317K	Hold	13,889	–	–	0.22%	66
2023 Q4	$320K	Hold	13,889	–	–	0.24%	57
2023 Q3	$304K	Hold	13,889	–	–	0.24%	62
2023 Q2	$312K	Buy	+13,889	New	+$315K	0.24%	63

Other funds holding IBDU

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

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

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

SIC

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

GWA

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KCM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Granite Harbor Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $9.41K and bringing the position to 38,850 shares worth $900K. The position accounts for 0.36% of the portfolio, ranked #52.

Granite Harbor Advisors first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q3 2025. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Granite Harbor Advisors held 38,850 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $900K as of Q2 2026.
Granite Harbor Advisors bought 406 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.41K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.36% of Granite Harbor Advisors's portfolio in Q2 2026, its #52 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.05M in Q3 2025.
196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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