Granite Harbor Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-24,715	Closed	-$645K	–	93
2024 Q3	$645K	Buy	24,715 +4,713	+24%	+$123K	0.37%	51
2024 Q2	$521K	Sell	20,002 -6,354	-24%	-$165K	0.33%	55
2024 Q1	$684K	Sell	26,356 -128	-0.5%	-$3.32K	0.47%	42
2023 Q4	$687K	Hold	26,484	–	–	0.52%	41
2023 Q3	$680K	Hold	26,484	–	–	0.55%	39
2023 Q2	$682K	Hold	26,484	–	–	0.53%	42
2023 Q1	$685K	Buy	26,484 +11,574	+78%	+$299K	0.63%	39
2022 Q4	$384K	Buy	+14,910	New	+$383K	0.39%	49

Other funds holding IBMM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Granite Harbor Advisors's IBMM Position: Q4 2024 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 24,715 shares — an estimated $645K sold.

Granite Harbor Advisors first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $687K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Granite Harbor Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Granite Harbor Advisors sold 24,715 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $645K.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
Granite Harbor Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $687K in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Granite Harbor Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.