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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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