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Granite Harbor Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Granite Harbor Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416K Hold
20,590
– – 0.16% 90
2026
Q1 		$420K Buy
+20,590
New +$423K 0.18% 84

Other funds holding IBTL

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

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

Granite Harbor Advisors held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 20,590 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #90.

Granite Harbor Advisors first reported a position in IBTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $420K in Q1 2026. 59 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Granite Harbor Advisors held 20,590 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $416K as of Q2 2026.
  • Granite Harbor Advisors left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.16% of Granite Harbor Advisors's portfolio in Q2 2026, its #90 holding.
  • Granite Harbor Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Granite Harbor Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $420K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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