GRP
IBDP

Global Retirement Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Global Retirement Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-389,622
Closed -$9.82M – 3811
2024
Q3 		$9.82M Buy
389,622
+2,842
+0.7% +$71.4K 0.3% 73
2024
Q2 		$9.72M Buy
386,780
+23,005
+6% +$576K 0.3% 68
2024
Q1 		$9.11M Buy
363,775
+51,424
+16% +$1.28M 0.34% 64
2023
Q4 		$7.79M Buy
312,351
+14,335
+5% +$355K 0.33% 67
2023
Q3 		$7.36M Buy
298,016
+7,331
+3% +$181K 0.37% 56
2023
Q2 		$7.16M Buy
290,685
+60,264
+26% +$1.48M 0.35% 61
2023
Q1 		$5.67M Buy
230,421
+229,465
+24,003% +$5.63M 0.3% 69
2022
Q4 		$23.3K Buy
956
+6
+0.6% +$146 ﹤0.01% 1418
2022
Q3 		$23K Buy
+950
New +$23.4K ﹤0.01% 1342

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's IBDP Position: Q4 2024 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 389,622 shares — an estimated $9.82M sold.

Global Retirement Partners first reported a position in IBDP in Q3 2022 and held it in 9 quarters. The position peaked at $9.82M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 389,622 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $9.82M.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 9 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $9.82M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.