Granite Harbor Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
43,699
+28,441
| +186% | +$664K | 0.48% | 46 |
|
|
2025
Q1 | $353K | Sell |
15,258
-9,001
| -37% | -$208K | 0.19% | 76 |
|
|
2024
Q4 | $553K | Buy |
24,259
+4,825
| +25% | +$110K | 0.31% | 61 |
|
|
2024
Q3 | $457K | Buy |
19,434
+949
| +5% | +$22.3K | 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 | +$312K | 0.24% | 63 |
|