Global Retirement Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Global Retirement Partners’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-855	Closed	-$21K	–	2044
2021 Q3	$21K	Hold	855	–	–	﹤0.01%	1195
2021 Q2	$21K	Hold	855	–	–	﹤0.01%	1179
2021 Q1	$21K	Hold	855	–	–	﹤0.01%	1100
2020 Q4	$21K	Hold	855	–	–	﹤0.01%	1029
2020 Q3	$21K	Hold	855	–	–	﹤0.01%	919
2020 Q2	$22K	Hold	855	–	–	﹤0.01%	879
2020 Q1	$21K	Hold	855	–	–	﹤0.01%	800
2019 Q4	$21K	Hold	855	–	–	﹤0.01%	925
2019 Q3	$21K	Buy	+855	New	+$21.3K	﹤0.01%	894

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Global Retirement Partners's IBDM Position: Q4 2021 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 855 shares — an estimated $21K sold.

Global Retirement Partners first reported a position in IBDM in Q3 2019 and held it in 9 quarters. The position peaked at $22K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Global Retirement Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Global Retirement Partners sold 855 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $21K.
Global Retirement Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
Global Retirement Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $22K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.