GRP
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Global Retirement Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Global Retirement Partners’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
+11,067
New +$252K ﹤0.01% 1437
2025
Q4 		$335K Buy
14,529
+148
+1% +$3.44K 0.01% 1177
2025
Q3 		$336K Buy
14,381
+3,451
+32% +$80.3K 0.01% 930
2025
Q2 		$254K Buy
+10,930
New +$252K 0.01% 974
2024
Q4 		$249K Buy
10,754
+1,615
+18% +$37.5K 0.01% 862
2024
Q3 		$214K Buy
9,139
+3,114
+52% +$71.9K 0.01% 892
2024
Q2 		$138K Buy
6,025
+2,173
+56% +$49.7K ﹤0.01% 1039
2024
Q1 		$88.8K Buy
3,852
+47
+1% +$1.08K ﹤0.01% 1136
2023
Q4 		$87.2K Sell
3,805
-15,232
-80% -$344K ﹤0.01% 1114
2023
Q3 		$423K Buy
19,037
+2,895
+18% +$65.5K 0.02% 470
2023
Q2 		$367K Buy
16,142
+14,704
+1,023% +$332K 0.02% 516
2023
Q1 		$32.4K Buy
1,438
+25
+2% +$566 ﹤0.01% 1430
2022
Q4 		$31.6K Buy
+1,413
New +$31.5K ﹤0.01% 1280

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026: 11,067 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBHF as recently as Q4 2025.

Global Retirement Partners first reported a position in IBHF in Q4 2022 and has held it in 13 quarters since. The position peaked at $423K in Q3 2023. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Global Retirement Partners held 11,067 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $251K as of Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1437 holding.
  • Global Retirement Partners first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $423K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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