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 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%	+$21.9K	0.27%	63
2024 Q2	$431K	Buy	+21,238	New	+$429K	0.27%	61

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Granite Harbor Advisors's IBDW Position: Q1 2026 in Review

Granite Harbor Advisors held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 11,544 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #114.

Granite Harbor Advisors first reported a position in IBDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $905K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Granite Harbor Advisors held 11,544 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $242K as of Q1 2026.
Granite Harbor Advisors left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Granite Harbor Advisors's portfolio in Q1 2026, its #114 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $905K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Granite Harbor Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.