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Global Retirement Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Global Retirement Partners’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+10,602
New +$221K ﹤0.01% 1532
2025
Q4 		$1.49M Buy
70,466
+3,805
+6% +$80.6K 0.03% 527
2025
Q3 		$1.41M Buy
66,661
+13,639
+26% +$287K 0.03% 442
2025
Q2 		$1.12M Buy
+53,022
New +$1.1M 0.03% 481
2024
Q4 		$10.1K Buy
+497
New +$10.3K ﹤0.01% 2399

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 10,602 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBDW as recently as Q4 2025.

Global Retirement Partners first reported a position in IBDW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Global Retirement Partners held 10,602 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $221K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1532 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.49M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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