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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Buy	76,411 +8,520	+13%	+$216K	0.77%	31
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

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Granite Harbor Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 13% in Q2 2026, buying an estimated $216K and bringing the position to 76,411 shares worth $1.94M. The position accounts for 0.77% of the portfolio, ranked #31.

Granite Harbor Advisors first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Granite Harbor Advisors held 76,411 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.94M as of Q2 2026.
Granite Harbor Advisors bought 8,520 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $216K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.77% of Granite Harbor Advisors's portfolio in Q2 2026, its #31 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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