Granite Harbor Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$919K	Buy	41,264 +608	+1%	+$13.6K	0.4%	51
2025 Q4	$909K	Buy	40,656 +1,849	+5%	+$41.4K	0.38%	50
2025 Q3	$869K	Buy	38,807 +513	+1%	+$11.4K	0.37%	55
2025 Q2	$856K	Buy	38,294 +747	+2%	+$16.6K	0.4%	51
2025 Q1	$835K	Hold	37,547	–	–	0.44%	45
2024 Q4	$822K	Buy	37,547 +11,203	+43%	+$247K	0.45%	47
2024 Q3	$593K	Buy	26,344 +1,484	+6%	+$33K	0.34%	53
2024 Q2	$543K	Buy	24,860 +596	+2%	+$12.9K	0.34%	52
2024 Q1	$532K	Buy	24,264 +13,701	+130%	+$302K	0.36%	52
2023 Q4	$235K	Sell	10,563 -264	-2%	-$5.73K	0.18%	72
2023 Q3	$233K	Sell	10,827 -122	-1%	-$2.66K	0.19%	71
2023 Q2	$241K	Buy	10,949 +1,268	+13%	+$28.4K	0.19%	71
2023 Q1	$218K	Buy	+9,681	New	+$215K	0.2%	69