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Granite Harbor Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Granite Harbor Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,274
Closed -$663K – 129
2025
Q3 		$663K Hold
25,274
– – 0.28% 66
2025
Q2 		$655K Buy
+25,274
New +$641K 0.31% 63

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Granite Harbor Advisors's IBDY Position: Q4 2025 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2025, closing a stake of 25,274 shares — an estimated $663K sold.

Granite Harbor Advisors first reported a position in IBDY in Q2 2025 and held it in 2 quarters. The position peaked at $663K in Q3 2025. 142 funds tracked by Wall St. Rank hold IBDY as of Q4 2025.

  • Granite Harbor Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Granite Harbor Advisors sold 25,274 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2025, an estimated $663K.
  • Granite Harbor Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Granite Harbor Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $663K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2025.

Based on Granite Harbor Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.