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 Q3	$842K	Buy	39,844 +102	+0.3%	+$2.2K	0.32%	60
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Granite Harbor Advisors's IBDV Position: Q3 2026 in Review

Granite Harbor Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.26% in Q3 2026, buying an estimated $2.2K and bringing the position to 39,844 shares worth $842K. The position accounts for 0.32% of the portfolio, ranked #60.

Granite Harbor Advisors first reported a position in IBDV in Q2 2023 and has held it in 14 quarters since. The position peaked at $902K in Q3 2025. 269 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Granite Harbor Advisors held 39,844 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $842K as of Q3 2026.
Granite Harbor Advisors bought 102 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $2.2K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.32% of Granite Harbor Advisors's portfolio in Q3 2026, its #60 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $902K in Q3 2025.
269 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Granite Harbor Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.