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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Sell	28,821 -14,906	-34%	-$323K	0.25%	71
2026 Q1	$955K	Buy	43,727 +17,385	+66%	+$381K	0.42%	50
2025 Q4	$578K	Buy	26,342 +1,886	+8%	+$41.4K	0.24%	66
2025 Q3	$537K	Buy	24,456 +1,590	+7%	+$34.8K	0.23%	79
2025 Q2	$501K	Buy	22,866 +874	+4%	+$19K	0.24%	73
2025 Q1	$479K	Buy	21,992 +702	+3%	+$15.1K	0.25%	65
2024 Q4	$454K	Buy	21,290 +8,752	+70%	+$189K	0.25%	63
2024 Q3	$277K	Buy	12,538 +1,512	+14%	+$33K	0.16%	81
2024 Q2	$236K	Buy	+11,026	New	+$234K	0.15%	74

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 34% in Q2 2026, selling an estimated $323K and leaving 28,821 shares worth $624K. The position accounts for 0.25% of the portfolio, ranked #71.

Granite Harbor Advisors first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $955K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Granite Harbor Advisors held 28,821 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $624K as of Q2 2026.
Granite Harbor Advisors sold 14,906 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $323K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.25% of Granite Harbor Advisors's portfolio in Q2 2026, its #71 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $955K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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