Global Retirement Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.13M	Buy	+376,949	New	+$9.12M	0.14%	143
2025 Q4	$13.7M	Buy	564,254 +38,777	+7%	+$942K	0.24%	77
2025 Q3	$12.8M	Buy	525,477 +31,287	+6%	+$759K	0.29%	73
2025 Q2	$12M	Buy	+494,190	New	+$11.9M	0.3%	71
2024 Q4	$12.4M	Buy	516,185 +22,115	+4%	+$532K	0.35%	61
2024 Q3	$12M	Buy	494,070 +25,698	+5%	+$619K	0.36%	56
2024 Q2	$11.1M	Buy	468,372 +64,978	+16%	+$1.54M	0.35%	57
2024 Q1	$9.6M	Buy	403,394 +367,641	+1,028%	+$8.75M	0.36%	57
2023 Q4	$856K	Buy	35,753 +30,071	+529%	+$702K	0.04%	369
2023 Q3	$131K	Buy	5,682 +4,412	+347%	+$103K	0.01%	837
2023 Q2	$29.8K	Buy	1,270 +8	+0.6%	+$189	﹤0.01%	1500
2023 Q1	$30.2K	Buy	+1,262	New	+$29.8K	﹤0.01%	1461

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 376,949 shares worth $9.13M. The stake represents 0.14% of the portfolio and ranks #143 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDS as recently as Q4 2025.

Global Retirement Partners first reported a position in IBDS in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Global Retirement Partners held 376,949 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.13M as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #143 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $13.7M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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