GRP
IBDQ

Global Retirement Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Global Retirement Partners’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-509,073
Closed -$12.8M – 4325
2025
Q3 		$12.8M Buy
509,073
+27,964
+6% +$703K 0.29% 72
2025
Q2 		$12.1M Buy
+481,109
New +$12.1M 0.3% 70
2024
Q4 		$10.6M Buy
421,546
+14,989
+4% +$376K 0.3% 69
2024
Q3 		$10.2M Buy
406,557
+5,328
+1% +$133K 0.31% 69
2024
Q2 		$9.97M Buy
401,229
+26,240
+7% +$650K 0.31% 66
2024
Q1 		$9.3M Buy
374,989
+54,469
+17% +$1.35M 0.35% 61
2023
Q4 		$7.95M Sell
320,520
-16,647
-5% -$408K 0.33% 64
2023
Q3 		$8.2M Buy
337,167
+18,012
+6% +$439K 0.41% 49
2023
Q2 		$7.78M Buy
319,155
+78,414
+33% +$1.92M 0.38% 54
2023
Q1 		$5.93M Buy
240,741
+225,597
+1,490% +$5.51M 0.31% 66
2022
Q4 		$368K Buy
15,144
+2,484
+20% +$60.2K 0.03% 426
2022
Q3 		$304K Buy
+12,660
New +$312K 0.02% 465

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's IBDQ Position: Q4 2025 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 509,073 shares — an estimated $12.8M sold.

Global Retirement Partners first reported a position in IBDQ in Q3 2022 and held it in 12 quarters. The position peaked at $12.8M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 509,073 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $12.8M.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 12 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.8M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.