Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
37,893
+742
| +2% | +$16.7K | 0.4% | 52 |
|
|
2025
Q1 | $833K | Hold |
37,151
| – | – | 0.44% | 46 |
|
|
2024
Q4 | $825K | Buy |
37,151
+10,994
| +42% | +$244K | 0.46% | 45 |
|
|
2024
Q3 | $592K | Buy |
26,157
+1,477
| +6% | +$33.4K | 0.34% | 56 |
|
|
2024
Q2 | $545K | Buy |
24,680
+592
| +2% | +$13.1K | 0.35% | 51 |
|
|
2024
Q1 | $534K | Buy |
24,088
+10,118
| +72% | +$224K | 0.36% | 51 |
|
|
2023
Q4 | $313K | Sell |
13,970
-268
| -2% | -$6K | 0.23% | 62 |
|
|
2023
Q3 | $311K | Sell |
14,238
-125
| -0.9% | -$2.73K | 0.25% | 60 |
|
|
2023
Q2 | $318K | Buy |
14,363
+3,026
| +27% | +$67K | 0.25% | 61 |
|
|
2023
Q1 | $257K | Buy |
11,337
+1,783
| +19% | +$40.4K | 0.23% | 63 |
|
|
2022
Q4 | $213K | Buy |
+9,554
| New | +$213K | 0.22% | 66 |
|