Granite Harbor Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73M	Hold	67,346	–	–	0.68%	35
2026 Q1	$1.73M	Hold	67,346	–	–	0.75%	32
2025 Q4	$1.73M	Buy	67,346 +9,036	+15%	+$231K	0.73%	30
2025 Q3	$1.5M	Buy	58,310 +13,507	+30%	+$346K	0.63%	36
2025 Q2	$1.15M	Sell	44,803 -3,526	-7%	-$90K	0.54%	37
2025 Q1	$1.24M	Buy	48,329 +2,576	+6%	+$65.8K	0.66%	33
2024 Q4	$1.16M	Buy	45,753 +19,470	+74%	+$497K	0.64%	33
2024 Q3	$674K	Hold	26,283	–	–	0.39%	46
2024 Q2	$665K	Sell	26,283 -6,469	-20%	-$163K	0.42%	42
2024 Q1	$830K	Buy	32,752 +5,796	+22%	+$147K	0.57%	36
2023 Q4	$688K	Hold	26,956	–	–	0.52%	40
2023 Q3	$669K	Hold	26,956	–	–	0.54%	42
2023 Q2	$679K	Hold	26,956	–	–	0.53%	43
2023 Q1	$688K	Buy	26,956 +11,700	+77%	+$297K	0.63%	38
2022 Q4	$385K	Buy	+15,256	New	+$380K	0.39%	48

Other funds holding IBMO

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Granite Harbor Advisors's IBMO Position: Q2 2026 in Review

Granite Harbor Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 67,346 shares worth $1.73M. The position accounts for 0.68% of the portfolio, ranked #35.

Granite Harbor Advisors first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. 87 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Granite Harbor Advisors held 67,346 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.73M as of Q2 2026.
Granite Harbor Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.68% of Granite Harbor Advisors's portfolio in Q2 2026, its #35 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.