Global Retirement Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.21M	Buy	+397,717	New	+$9.22M	0.14%	140
2025 Q4	–	Sell	-146,023	Closed	-$3.43M	–	4326
2025 Q3	$3.43M	Buy	146,023 +17,585	+14%	+$411K	0.08%	239
2025 Q2	$3M	Buy	+128,438	New	+$2.96M	0.07%	241
2024 Q4	$2.82M	Buy	123,685 +10,253	+9%	+$236K	0.08%	236
2024 Q3	$2.67M	Buy	113,432 +15,652	+16%	+$363K	0.08%	237
2024 Q2	$2.22M	Buy	97,780 +25,987	+36%	+$586K	0.07%	260
2024 Q1	$1.64M	Buy	71,793 +40,478	+129%	+$924K	0.06%	268
2023 Q4	$720K	Buy	31,315 +29,714	+1,856%	+$659K	0.03%	410
2023 Q3	$34.7K	Buy	+1,601	New	+$35.6K	﹤0.01%	1423

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 397,717 shares worth $9.21M. The stake represents 0.14% of the portfolio and ranks #140 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDU as recently as Q3 2025.

Global Retirement Partners first reported a position in IBDU in Q3 2023 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Global Retirement Partners held 397,717 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $9.21M as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #140 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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