Global Retirement Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$588K	Buy	+26,971	New	+$588K	0.01%	965
2025 Q4	$2.51M	Buy	113,856 +5,875	+5%	+$130K	0.04%	371
2025 Q3	$2.39M	Buy	107,981 +17,381	+19%	+$383K	0.05%	316
2025 Q2	$1.99M	Buy	+90,600	New	+$1.96M	0.05%	340
2024 Q4	$29.5K	Hold	1,383	–	–	﹤0.01%	1869
2024 Q3	$30.7K	Hold	1,383	–	–	﹤0.01%	1786
2024 Q2	$29.4K	Sell	1,383 -788	-36%	-$16.6K	﹤0.01%	1802
2024 Q1	$46.5K	Buy	+2,171	New	+$46.4K	﹤0.01%	1448

Other funds holding IBDV

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026: 26,971 shares worth $588K. The stake represents 0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDV as recently as Q4 2025.

Global Retirement Partners first reported a position in IBDV in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Global Retirement Partners held 26,971 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $588K as of Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #965 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
Global Retirement Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.51M in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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