Granite Harbor Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
38,294
+747
| +2% | +$16.7K | 0.4% | 51 |
|
|
2025
Q1 | $835K | Hold |
37,547
| – | – | 0.44% | 45 |
|
|
2024
Q4 | $822K | Buy |
37,547
+11,203
| +43% | +$245K | 0.45% | 47 |
|
|
2024
Q3 | $593K | Buy |
26,344
+1,484
| +6% | +$33.4K | 0.34% | 53 |
|
|
2024
Q2 | $543K | Buy |
24,860
+596
| +2% | +$13K | 0.34% | 52 |
|
|
2024
Q1 | $532K | Buy |
24,264
+13,701
| +130% | +$301K | 0.36% | 52 |
|
|
2023
Q4 | $235K | Sell |
10,563
-264
| -2% | -$5.87K | 0.18% | 72 |
|
|
2023
Q3 | $233K | Sell |
10,827
-122
| -1% | -$2.63K | 0.19% | 71 |
|
|
2023
Q2 | $241K | Buy |
10,949
+1,268
| +13% | +$27.9K | 0.19% | 71 |
|
|
2023
Q1 | $218K | Buy |
+9,681
| New | +$218K | 0.2% | 69 |
|