Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73M	Hold	67,891	–	–	0.75%	31
2025 Q4	$1.72M	Buy	67,891 +9,112	+16%	+$231K	0.73%	31
2025 Q3	$1.5M	Buy	58,779 +13,592	+30%	+$346K	0.63%	35
2025 Q2	$1.15M	Sell	45,187 -4,290	-9%	-$108K	0.54%	38
2025 Q1	$1.25M	Buy	49,477 +2,606	+6%	+$65.8K	0.66%	31
2024 Q4	$1.18M	Buy	46,871 +20,504	+78%	+$518K	0.65%	31
2024 Q3	$671K	Hold	26,367	–	–	0.39%	47
2024 Q2	$659K	Sell	26,367 -6,863	-21%	-$171K	0.42%	44
2024 Q1	$836K	Buy	33,230 +5,826	+21%	+$147K	0.57%	35
2023 Q4	$696K	Hold	27,404	–	–	0.52%	39
2023 Q3	$671K	Hold	27,404	–	–	0.54%	41
2023 Q2	$687K	Hold	27,404	–	–	0.53%	40
2023 Q1	$698K	Buy	27,404 +11,705	+75%	+$296K	0.64%	36
2022 Q4	$394K	Buy	+15,699	New	+$389K	0.4%	47