GHA
IBTE

Granite Harbor Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Granite Harbor Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,765
Closed -$522K – 92
2024
Q3 		$522K Buy
21,765
+1,021
+5% +$24.4K 0.3% 61
2024
Q2 		$497K Buy
20,744
+398
+2% +$9.52K 0.32% 57
2024
Q1 		$487K Buy
20,346
+7,229
+55% +$173K 0.33% 53
2023
Q4 		$313K Sell
13,117
-266
-2% -$6.34K 0.24% 61
2023
Q3 		$319K Sell
13,383
-110
-0.8% -$2.62K 0.26% 58
2023
Q2 		$321K Buy
13,493
+2,727
+25% +$65.1K 0.25% 60
2023
Q1 		$258K Buy
10,766
+1,410
+15% +$33.7K 0.24% 62
2022
Q4 		$223K Buy
+9,356
New +$223K 0.23% 61

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Granite Harbor Advisors's IBTE Position: Q4 2024 in Review

Granite Harbor Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 21,765 shares — an estimated $522K sold.

Granite Harbor Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $522K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Granite Harbor Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Granite Harbor Advisors sold 21,765 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $522K.
  • Granite Harbor Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Granite Harbor Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $522K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Granite Harbor Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.