GRP
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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
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 $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's IBHH Position: Q4 2025 in Review

Global Retirement Partners increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 1% in Q4 2025, buying an estimated $2.06K and bringing the position to 8,431 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Global Retirement Partners first reported a position in IBHH in Q4 2023 and has held it in 8 quarters since. The position peaked at $222K in Q4 2024. 87 funds tracked by Wall St. Rank hold IBHH as of Q4 2025.

  • Global Retirement Partners held 8,431 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $200K as of Q4 2025.
  • Global Retirement Partners bought 87 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2025, an estimated $2.06K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1477 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 8 quarters since.
  • Global Retirement Partners's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $222K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.