GRP
IBHF icon

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
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

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PAG
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AF
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LIA
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Northwestern Mutual Wealth Management
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SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return