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
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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CAI

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Global Retirement Partners sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 146,023 shares — an estimated $3.43M sold.

Global Retirement Partners first reported a position in IBDU in Q3 2023 and held it in 8 quarters. The position peaked at $3.43M in Q3 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Global Retirement Partners reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 146,023 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $3.43M.
Global Retirement Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 8 quarters.
Global Retirement Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.43M in Q3 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

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