Granite Harbor Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
44,803
-3,526
| -7% | -$90.3K | 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% | +$496K | 0.64% | 33 |
|
|
2024
Q3 | $674K | Hold |
26,283
| – | – | 0.39% | 46 |
|
|
2024
Q2 | $665K | Sell |
26,283
-6,469
| -20% | -$164K | 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% | +$299K | 0.63% | 38 |
|
|
2022
Q4 | $385K | Buy |
+15,256
| New | +$385K | 0.39% | 48 |
|