Granite Harbor Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$866K	Buy	39,742 +431	+1%	+$9.4K	0.34%	55
2026 Q1	$861K	Buy	39,311 +28,259	+256%	+$623K	0.38%	56
2025 Q4	$244K	Sell	11,052 -29,680	-73%	-$656K	0.1%	112
2025 Q3	$902K	Hold	40,732	–	–	0.38%	53
2025 Q2	$895K	Buy	40,732 +29,680	+269%	+$643K	0.42%	50
2025 Q1	$240K	Sell	11,052 -20,285	-65%	-$436K	0.13%	90
2024 Q4	$669K	Buy	31,337 +5,147	+20%	+$111K	0.37%	56
2024 Q3	$581K	Buy	26,190 +1,007	+4%	+$22K	0.34%	57
2024 Q2	$535K	Buy	25,183 +10,407	+70%	+$220K	0.34%	53
2024 Q1	$316K	Hold	14,776	–	–	0.22%	67
2023 Q4	$320K	Hold	14,776	–	–	0.24%	58
2023 Q3	$301K	Hold	14,776	–	–	0.24%	63
2023 Q2	$313K	Buy	+14,776	New	+$315K	0.24%	62

Other funds holding IBDV

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

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

KCM

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

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

VVP

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

WIC

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

HCM

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

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

Granite Harbor Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $9.4K and bringing the position to 39,742 shares worth $866K. The position accounts for 0.34% of the portfolio, ranked #55.

Granite Harbor Advisors first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $902K in Q3 2025. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Granite Harbor Advisors held 39,742 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $866K as of Q2 2026.
Granite Harbor Advisors bought 431 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $9.4K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.34% of Granite Harbor Advisors's portfolio in Q2 2026, its #55 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $902K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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