Granite Harbor Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Sell	27,921 -12,934	-32%	-$289K	0.25%	69
2026 Q1	$916K	Buy	40,855 +611	+2%	+$13.7K	0.4%	52
2025 Q4	$904K	Buy	40,244 +1,841	+5%	+$41.4K	0.38%	51
2025 Q3	$865K	Buy	38,403 +510	+1%	+$11.4K	0.36%	56
2025 Q2	$852K	Buy	37,893 +742	+2%	+$16.6K	0.4%	52
2025 Q1	$833K	Hold	37,151	–	–	0.44%	46
2024 Q4	$825K	Buy	37,151 +10,994	+42%	+$245K	0.46%	45
2024 Q3	$592K	Buy	26,157 +1,477	+6%	+$33.1K	0.34%	56
2024 Q2	$545K	Buy	24,680 +592	+2%	+$13K	0.35%	51
2024 Q1	$534K	Buy	24,088 +10,118	+72%	+$225K	0.36%	51
2023 Q4	$313K	Sell	13,970 -268	-2%	-$5.88K	0.23%	62
2023 Q3	$311K	Sell	14,238 -125	-0.9%	-$2.75K	0.25%	60
2023 Q2	$318K	Buy	14,363 +3,026	+27%	+$68.2K	0.25%	61
2023 Q1	$257K	Buy	11,337 +1,783	+19%	+$40K	0.23%	63
2022 Q4	$213K	Buy	+9,554	New	+$213K	0.22%	66

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 32% in Q2 2026, selling an estimated $289K and leaving 27,921 shares worth $625K. The position accounts for 0.25% of the portfolio, ranked #69.

Granite Harbor Advisors first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $916K in Q1 2026. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Granite Harbor Advisors held 27,921 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $625K as of Q2 2026.
Granite Harbor Advisors sold 12,934 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $289K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.25% of Granite Harbor Advisors's portfolio in Q2 2026, its #69 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $916K in Q1 2026.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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