Granite Harbor Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Sell	10,491 -1,053	-9%	-$21.6K	0.08%	131
2026 Q2	$241K	Hold	11,544	–	–	0.1%	112
2026 Q1	$242K	Hold	11,544	–	–	0.11%	114
2025 Q4	$244K	Sell	11,544 -31,081	-73%	-$659K	0.1%	111
2025 Q3	$905K	Hold	42,625	–	–	0.38%	52
2025 Q2	$897K	Buy	42,625 +31,081	+269%	+$642K	0.42%	49
2025 Q1	$240K	Sell	11,544 -21,238	-65%	-$436K	0.13%	91
2024 Q4	$667K	Buy	32,782 +10,491	+47%	+$217K	0.37%	57
2024 Q3	$473K	Buy	22,291 +1,053	+5%	+$22K	0.27%	63
2024 Q2	$431K	Buy	+21,238	New	+$429K	0.27%	61

Other funds holding IBDW

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

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

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.1% in Q3 2026, selling an estimated $21.6K and leaving 10,491 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #131.

Granite Harbor Advisors first reported a position in IBDW in Q2 2024 and has held it in 10 quarters since. The position peaked at $905K in Q3 2025. 282 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Granite Harbor Advisors held 10,491 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $210K as of Q3 2026.
Granite Harbor Advisors sold 1,053 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $21.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Granite Harbor Advisors's portfolio in Q3 2026, its #131 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $905K in Q3 2025.
282 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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