Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
45,187
-4,290
| -9% | -$109K | 0.54% | 38 |
|
|
2025
Q1 | $1.25M | Buy |
49,477
+2,606
| +6% | +$65.9K | 0.66% | 31 |
|
|
2024
Q4 | $1.18M | Buy |
46,871
+20,504
| +78% | +$515K | 0.65% | 31 |
|
|
2024
Q3 | $671K | Hold |
26,367
| – | – | 0.39% | 47 |
|
|
2024
Q2 | $659K | Sell |
26,367
-6,863
| -21% | -$172K | 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% | +$298K | 0.64% | 36 |
|
|
2022
Q4 | $394K | Buy |
+15,699
| New | +$394K | 0.4% | 47 |
|