Granite Harbor Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,983	Closed	-$273K	–	79
2023 Q3	$273K	Hold	10,983	–	–	0.22%	65
2023 Q2	$272K	Buy	10,983 +1,658	+18%	+$41K	0.21%	66
2023 Q1	$231K	Hold	9,325	–	–	0.21%	67
2022 Q4	$230K	Buy	+9,325	New	+$230K	0.23%	59

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Granite Harbor Advisors's IBTD Position: Q4 2023 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,983 shares — an estimated $273K sold.

Granite Harbor Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $273K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Granite Harbor Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Granite Harbor Advisors sold 10,983 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $273K.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Granite Harbor Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $273K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Granite Harbor Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.