Granite Harbor Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	70,078 +9,040	+15%	+$229K	0.7%	34
2026 Q1	$1.55M	Hold	61,038	–	–	0.68%	37
2025 Q4	$1.55M	Buy	61,038 +19,233	+46%	+$489K	0.66%	36
2025 Q3	$1.07M	Buy	41,805 +11,156	+36%	+$284K	0.45%	50
2025 Q2	$773K	Hold	30,649	–	–	0.36%	57
2025 Q1	$767K	Buy	+30,649	New	+$769K	0.41%	54

Other funds holding IBMR

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

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

Granite Harbor Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 15% in Q2 2026, buying an estimated $229K and bringing the position to 70,078 shares worth $1.78M. The position accounts for 0.7% of the portfolio, ranked #34.

Granite Harbor Advisors first reported a position in IBMR in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Granite Harbor Advisors held 70,078 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.78M as of Q2 2026.
Granite Harbor Advisors bought 9,040 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $229K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.7% of Granite Harbor Advisors's portfolio in Q2 2026, its #34 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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