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
2026 Q2	$480K	Buy	+21,753	New	+$480K	0.01%	1050
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 21,753 shares worth $480K. The stake represents 0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBHG as recently as Q4 2025.

Global Retirement Partners first reported a position in IBHG in Q2 2023 and has held it in 11 quarters since. The position peaked at $645K in Q3 2023. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Global Retirement Partners held 21,753 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $480K as of Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1050 holding.
Global Retirement Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2023 and has held it in 11 quarters since.
Global Retirement Partners's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $645K in Q3 2023.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.