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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Sell	28,199 -13,065	-32%	-$290K	0.25%	70
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

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 32% in Q2 2026, selling an estimated $290K and leaving 28,199 shares worth $624K. The position accounts for 0.25% of the portfolio, ranked #70.

Granite Harbor Advisors first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $919K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Granite Harbor Advisors held 28,199 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $624K as of Q2 2026.
Granite Harbor Advisors sold 13,065 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $290K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.25% of Granite Harbor Advisors's portfolio in Q2 2026, its #70 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $919K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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