GRP
IBHE

Global Retirement Partners’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Global Retirement Partners’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,414
Closed -$195K – 4327
2025
Q3 		$195K Buy
8,414
+47
+0.6% +$1.09K ﹤0.01% 1193
2025
Q2 		$195K Buy
+8,367
New +$194K ﹤0.01% 1108
2024
Q4 		$183K Buy
7,875
+82
+1% +$1.9K 0.01% 1001
2024
Q3 		$182K Buy
7,793
+68
+0.9% +$1.58K 0.01% 948
2024
Q2 		$180K Buy
7,725
+2,479
+47% +$57.7K 0.01% 927
2024
Q1 		$123K Buy
5,246
+22
+0.4% +$511 ﹤0.01% 991
2023
Q4 		$121K Buy
5,224
+1,336
+34% +$30.6K 0.01% 953
2023
Q3 		$88.3K Buy
3,888
+31
+0.8% +$711 ﹤0.01% 989
2023
Q2 		$88.7K Buy
3,857
+20
+0.5% +$456 ﹤0.01% 998
2023
Q1 		$87.3K Buy
3,837
+685
+22% +$15.6K ﹤0.01% 982
2022
Q4 		$71K Buy
+3,152
New +$71K ﹤0.01% 947

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Global Retirement Partners sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 8,414 shares — an estimated $195K sold.

Global Retirement Partners first reported a position in IBHE in Q4 2022 and held it in 11 quarters. The position peaked at $195K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 8,414 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $195K.
  • Global Retirement Partners first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 11 quarters.
  • Global Retirement Partners's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $195K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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