Granite Harbor Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Sell	24,765 -16,505	-40%	-$323K	0.19%	82
2026 Q1	$814K	Buy	41,270 +22,549	+120%	+$447K	0.36%	60
2025 Q4	$372K	Hold	18,721	–	–	0.16%	89
2025 Q3	$372K	Hold	18,721	–	–	0.16%	93
2025 Q2	$371K	Hold	18,721	–	–	0.17%	83
2025 Q1	$368K	Buy	+18,721	New	+$362K	0.2%	74

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 40% in Q2 2026, selling an estimated $323K and leaving 24,765 shares worth $484K. The position accounts for 0.19% of the portfolio, ranked #82.

Granite Harbor Advisors first reported a position in IBTK in Q1 2025 and has held it in 6 quarters since. The position peaked at $814K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Granite Harbor Advisors held 24,765 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $484K as of Q2 2026.
Granite Harbor Advisors sold 16,505 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $323K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.19% of Granite Harbor Advisors's portfolio in Q2 2026, its #82 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $814K in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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