GRP
IBHG icon

Global Retirement Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Global Retirement Partners’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$563K Buy
25,230
+162
+0.6% +$3.62K 0.01% 901
2025
Q3 		$564K Buy
25,068
+3,511
+16% +$78.8K 0.01% 729
2025
Q2 		$486K Buy
+21,557
New +$479K 0.01% 724
2024
Q4 		$475K Buy
21,346
+1,710
+9% +$38.3K 0.01% 645
2024
Q3 		$444K Buy
19,636
+2,911
+17% +$64.9K 0.01% 664
2024
Q2 		$368K Buy
16,725
+2,144
+15% +$47.2K 0.01% 691
2024
Q1 		$325K Buy
14,581
+28
+0.2% +$621 0.01% 636
2023
Q4 		$324K Sell
14,553
-15,875
-52% -$344K 0.01% 588
2023
Q3 		$645K Buy
30,428
+15,241
+100% +$331K 0.03% 382
2023
Q2 		$331K Buy
+15,187
New +$330K 0.02% 542

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return