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
2026 Q2	$9.21M	Buy	+364,874	New	+$9.21M	0.14%	139
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

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 364,874 shares worth $9.21M. The stake represents 0.14% of the portfolio and ranks #139 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDT as recently as Q4 2025.

Global Retirement Partners first reported a position in IBDT in Q3 2023 and has held it in 10 quarters since. The position peaked at $15.7M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Global Retirement Partners held 364,874 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $9.21M as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #139 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 10 quarters since.
Global Retirement Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $15.7M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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