Granite Harbor Advisors, Inc. IBTK ISHARES TR

Ownership history in Granite Harbor Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Granite Harbor Advisors, Inc. reported ISHARES TR (IBTK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows IBTK at 0.36% 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 IBTK 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
2026 Q1

IBTK was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 IBTK — position size vs. price
% of Fund (quarterly)    IBTK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 41,270 +22,549 +120.4% 0.36% $814K 2026-04-23 $19.58
2025 Q4 UNCHANGED 18,721 0% 0.16% $372K 2026-01-22 $19.48
2025 Q3 UNCHANGED 18,721 0% 0.16% $372K 2025-10-22 $19.52
2025 Q2 UNCHANGED 18,721 0% 0.17% $371K 2025-07-30 $19.01
2025 Q1 INITIATED 18,721 0.20% $368K 2025-05-13 $18.71

FAQ About Granite Harbor Advisors, Inc. and IBTK

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 IBTK?

Granite Harbor Advisors, Inc. reported IBTK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for IBTK was 0.36% in 2026 Q1.

What is the latest reported IBTK position on this page?

The most recent filing on this page is 2026 Q1, when Granite Harbor Advisors, Inc. reported 41,270 shares, equal to 0.36% of portfolio, with an estimated market value of $814K.

What does the chart on this IBTK ownership page compare?

The chart compares Granite Harbor Advisors, Inc.'s quarterly IBTK 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.

← Back to Granite Harbor Advisors, Inc. Holdings