Granite Harbor Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	72,126 +8,480	+13%	+$216K	0.73%	33
2026 Q1	$1.62M	Hold	63,646	–	–	0.71%	33
2025 Q4	$1.63M	Buy	63,646 +9,047	+17%	+$231K	0.69%	34
2025 Q3	$1.4M	Buy	54,599 +13,540	+33%	+$346K	0.59%	39
2025 Q2	$1.04M	Sell	41,059 -4,255	-9%	-$107K	0.49%	44
2025 Q1	$1.15M	Buy	45,314 +2,604	+6%	+$65.8K	0.61%	35
2024 Q4	$1.08M	Buy	42,710 +29,515	+224%	+$748K	0.59%	34
2024 Q3	$338K	Buy	+13,195	New	+$335K	0.2%	72

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Granite Harbor Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 13% in Q2 2026, buying an estimated $216K and bringing the position to 72,126 shares worth $1.84M. The position accounts for 0.73% of the portfolio, ranked #33.

Granite Harbor Advisors first reported a position in IBMQ in Q3 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Granite Harbor Advisors held 72,126 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.84M as of Q2 2026.
Granite Harbor Advisors bought 8,480 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $216K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.73% of Granite Harbor Advisors's portfolio in Q2 2026, its #33 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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