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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $176M AUM

HPC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 IBDS Position: Q4 2025 in Review

Global Retirement Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.4% in Q4 2025, buying an estimated $942K and bringing the position to 564,254 shares worth $13.7M. The position accounts for 0.24% of the portfolio, ranked #77.

Global Retirement Partners first reported a position in IBDS in Q1 2023 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Global Retirement Partners held 564,254 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $13.7M as of Q4 2025.
Global Retirement Partners bought 38,777 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $942K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.24% of Global Retirement Partners's portfolio in Q4 2025, its #77 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 11 quarters since.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

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