Global Retirement Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$15.7M	Buy	615,991 +55,450	+10%	+$1.41M	0.28%	65
2025 Q3	$14.3M	Buy	560,541 +63,345	+13%	+$1.61M	0.32%	65
2025 Q2	$12.6M	Buy	+497,196	New	+$12.5M	0.31%	64
2024 Q4	$2.5M	Buy	100,207 +2,712	+3%	+$68.1K	0.07%	262
2024 Q3	$2.49M	Buy	97,495 +12,077	+14%	+$305K	0.08%	251
2024 Q2	$2.12M	Buy	85,418 +25,619	+43%	+$632K	0.07%	266
2024 Q1	$1.49M	Buy	59,799 +31,331	+110%	+$780K	0.06%	288
2023 Q4	$712K	Buy	28,468 +26,867	+1,678%	+$652K	0.03%	414
2023 Q3	$38.2K	Buy	+1,601	New	+$39K	﹤0.01%	1390

Other funds holding IBDT

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

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

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

HPC

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

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

Global Retirement Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 9.9% in Q4 2025, buying an estimated $1.41M and bringing the position to 615,991 shares worth $15.7M. The position accounts for 0.28% of the portfolio, ranked #65.

Global Retirement Partners first reported a position in IBDT in Q3 2023 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Global Retirement Partners held 615,991 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $15.7M as of Q4 2025.
Global Retirement Partners bought 55,450 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $1.41M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.28% of Global Retirement Partners's portfolio in Q4 2025, its #65 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 9 quarters since.
411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

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