Global Retirement Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.5M	Buy	557,348 +40,620	+8%	+$985K	0.24%	79
2025 Q3	$12.6M	Buy	516,728 +31,447	+6%	+$762K	0.28%	74
2025 Q2	$11.8M	Buy	+485,281	New	+$11.7M	0.29%	72
2024 Q4	$10.7M	Buy	443,906 +25,300	+6%	+$610K	0.31%	66
2024 Q3	$10.2M	Buy	418,606 +3,986	+1%	+$96K	0.31%	70
2024 Q2	$9.88M	Buy	414,620 +27,426	+7%	+$651K	0.31%	67
2024 Q1	$9.23M	Buy	387,194 +58,363	+18%	+$1.39M	0.34%	63
2023 Q4	$7.87M	Sell	328,831 -20,252	-6%	-$476K	0.33%	65
2023 Q3	$8.11M	Buy	349,083 +19,476	+6%	+$456K	0.41%	50
2023 Q2	$7.74M	Buy	329,607 +84,435	+34%	+$1.99M	0.38%	55
2023 Q1	$5.84M	Buy	245,172 +230,275	+1,546%	+$5.42M	0.31%	67
2022 Q4	$348K	Buy	14,897 +1,893	+15%	+$43.9K	0.02%	440
2022 Q3	$298K	Buy	+13,004	New	+$310K	0.02%	471

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

Global Retirement Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 7.9% in Q4 2025, buying an estimated $985K and bringing the position to 557,348 shares worth $13.5M. The position accounts for 0.24% of the portfolio, ranked #79.

Global Retirement Partners first reported a position in IBDR in Q3 2022 and has held it in 13 quarters since. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Global Retirement Partners held 557,348 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $13.5M as of Q4 2025.
Global Retirement Partners bought 40,620 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $985K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of Global Retirement Partners's portfolio in Q4 2025, its #79 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 13 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

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