IBMP β€” ISHARES TR

Ownership history in Granite Harbor Advisors, Inc.  Β·  10 quarters on record

AI Ownership Summary

Granite Harbor Advisors, Inc. reported ISHARES TR (IBMP) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q4. The latest visible filing shows IBMP at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Granite Harbor Advisors, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBMP was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Granite Harbor Advisors, Inc. held IBMP β€” position size vs. price
% of Fund (quarterly)    IBMP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 67,891 +9,112 +15.5% 0.73% $1.7M 2026-02-14 (Est.) $25.46
2025 Q3 ADDED 58,779 +13,592 +30.1% 0.63% $1.5M 2025-10-22 $25.12
2025 Q2 REDUCED 45,187 -4,290 -8.7% 0.54% $1.1M 2025-07-30 $24.98
2025 Q1 ADDED 49,477 +2,606 +5.6% 0.66% $1.3M 2025-05-13 $24.65
2024 Q4 ADDED 46,871 +20,504 +77.8% 0.65% $1.2M 2025-01-23 $24.48
2024 Q3 UNCHANGED 26,367 β€” 0% 0.39% $671K 2024-10-11 $24.50
2024 Q2 REDUCED 26,367 -6,863 -20.7% 0.42% $659K 2024-07-26 $24.16
2024 Q1 ADDED 33,230 +5,826 +21.3% 0.57% $836K 2024-04-30 $23.81
2023 Q4 ADDED 27,404 +11,705 +74.6% 0.52% $696K 2024-01-19 $23.91
2023 Q3 INITIATED 15,699 β€” β€” 0.40% $394K 2023-11-17 $23.57

FAQ About Granite Harbor Advisors, Inc. and IBMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Granite Harbor Advisors, Inc. reported owning IBMP?

Granite Harbor Advisors, Inc. reported IBMP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBMP position in Granite Harbor Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IBMP was 0.73% in 2025 Q4.

What is the latest reported IBMP position on this page?

The most recent filing on this page is 2025 Q4, when Granite Harbor Advisors, Inc. reported 67,891 shares, equal to 0.73% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IBMP ownership page compare?

The chart compares Granite Harbor Advisors, Inc.'s quarterly IBMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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