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
2026 Q2	$10.7M	Buy	+443,156	New	+$10.7M	0.16%	116
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 $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Global Retirement Partners's IBDR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 443,156 shares worth $10.7M. The stake represents 0.16% of the portfolio and ranks #116 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDR as recently as Q4 2025.

Global Retirement Partners first reported a position in IBDR in Q3 2022 and has held it in 14 quarters since. The position peaked at $13.5M in Q4 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Global Retirement Partners held 443,156 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $10.7M as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of Global Retirement Partners's portfolio in Q2 2026, its #116 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $13.5M in Q4 2025.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.