Granite Harbor Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24,940	Closed	-$637K	–	80
2023 Q3	$637K	Sell	24,940 -134	-0.5%	-$3.42K	0.51%	45
2023 Q2	$639K	Sell	25,074 -130	-0.5%	-$3.31K	0.5%	46
2023 Q1	$641K	Buy	25,204 +11,614	+85%	+$295K	0.58%	41
2022 Q4	$345K	Buy	+13,590	New	+$344K	0.35%	52

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Granite Harbor Advisors's IBML Position: Q4 2023 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 24,940 shares — an estimated $637K sold.

Granite Harbor Advisors first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $641K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Granite Harbor Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Granite Harbor Advisors sold 24,940 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $637K.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Granite Harbor Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $641K in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Granite Harbor Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.