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Global Retirement Partners’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Global Retirement Partners’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172K Buy
+7,320
New +$172K ﹤0.01% 1676
2025
Q4 		$200K Buy
8,431
+87
+1% +$2.06K ﹤0.01% 1477
2025
Q3 		$199K Buy
8,344
+70
+0.8% +$1.66K ﹤0.01% 1183
2025
Q2 		$196K Buy
+8,274
New +$193K ﹤0.01% 1100
2024
Q4 		$222K Buy
9,509
+2,812
+42% +$66.2K 0.01% 906
2024
Q3 		$159K Buy
6,697
+2,855
+74% +$66.9K ﹤0.01% 1010
2024
Q2 		$88.8K Buy
3,842
+1,300
+51% +$30K ﹤0.01% 1260
2024
Q1 		$59.3K Hold
2,542
– – ﹤0.01% 1337
2023
Q4 		$58.9K Buy
+2,542
New +$57K ﹤0.01% 1283

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 7,320 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBHH as recently as Q4 2025.

Global Retirement Partners first reported a position in IBHH in Q4 2023 and has held it in 9 quarters since. The position peaked at $222K in Q4 2024. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Global Retirement Partners held 7,320 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $172K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1676 holding.
  • Global Retirement Partners first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $222K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.