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Granite Harbor Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Granite Harbor Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Sell
24,062
-13,059
-35% -$299K 0.22% 76
2026
Q1 		$851K Sell
37,121
-525
-1% -$12K 0.37% 58
2025
Q4 		$861K Buy
37,646
+1,807
+5% +$41.4K 0.36% 54
2025
Q3 		$823K Buy
35,839
+500
+1% +$11.4K 0.35% 60
2025
Q2 		$810K Buy
35,339
+917
+3% +$21K 0.38% 55
2025
Q1 		$790K Sell
34,422
-1,645
-5% -$37.6K 0.42% 51
2024
Q4 		$823K Buy
36,067
+10,381
+40% +$237K 0.46% 46
2024
Q3 		$592K Buy
25,686
+1,451
+6% +$33.2K 0.34% 54
2024
Q2 		$549K Buy
24,235
+580
+2% +$13.1K 0.35% 50
2024
Q1 		$537K Buy
23,655
+9,846
+71% +$224K 0.37% 50
2023
Q4 		$316K Sell
13,809
-270
-2% -$6.09K 0.24% 60
2023
Q3 		$316K Sell
14,079
-128
-0.9% -$2.88K 0.25% 59
2023
Q2 		$322K Buy
14,207
+2,978
+27% +$68.4K 0.25% 59
2023
Q1 		$259K Buy
11,229
+1,754
+19% +$40.1K 0.24% 61
2022
Q4 		$215K Buy
+9,475
New +$215K 0.22% 64

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 35% in Q2 2026, selling an estimated $299K and leaving 24,062 shares worth $551K. The position accounts for 0.22% of the portfolio, ranked #76.

Granite Harbor Advisors first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $861K in Q4 2025. 143 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Granite Harbor Advisors held 24,062 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $551K as of Q2 2026.
  • Granite Harbor Advisors sold 13,059 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $299K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.22% of Granite Harbor Advisors's portfolio in Q2 2026, its #76 holding.
  • Granite Harbor Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Granite Harbor Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $861K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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