Granite Harbor Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Buy	22,866 +874	+4%	+$19.2K	0.24%	73
2025 Q1	$479K	Buy	21,992 +702	+3%	+$15.3K	0.25%	65
2024 Q4	$454K	Buy	21,290 +8,752	+70%	+$187K	0.25%	63
2024 Q3	$277K	Buy	12,538 +1,512	+14%	+$33.4K	0.16%	81
2024 Q2	$236K	Buy	+11,026	New	+$236K	0.15%	74