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 Q3	$578K	Sell	25,895 -2,026	-7%	-$45.2K	0.22%	72
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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Granite Harbor Advisors's IBTH Position: Q3 2026 in Review

Granite Harbor Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.3% in Q3 2026, selling an estimated $45.2K and leaving 25,895 shares worth $578K. The position accounts for 0.22% of the portfolio, ranked #72.

Granite Harbor Advisors first reported a position in IBTH in Q4 2022 and has held it in 16 quarters since. The position peaked at $916K in Q1 2026. 231 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Granite Harbor Advisors held 25,895 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $578K as of Q3 2026.
Granite Harbor Advisors sold 2,026 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $45.2K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.22% of Granite Harbor Advisors's portfolio in Q3 2026, its #72 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $916K in Q1 2026.
231 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Granite Harbor Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.