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Global Retirement Partners’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Global Retirement Partners’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$154K Buy
+6,586
New +$154K ﹤0.01% 1755
2025
Q4 		$219K Buy
9,257
+46
+0.5% +$1.09K ﹤0.01% 1415
2025
Q3 		$220K Buy
9,211
+35
+0.4% +$828 ﹤0.01% 1123
2025
Q2 		$217K Buy
+9,176
New +$212K 0.01% 1048
2024
Q4 		$167K Buy
7,116
+1,000
+16% +$23.7K ﹤0.01% 1031
2024
Q3 		$146K Buy
6,116
+2,090
+52% +$49.1K ﹤0.01% 1052
2024
Q2 		$93.1K Hold
4,026
– – ﹤0.01% 1238
2024
Q1 		$94.1K Hold
4,026
– – ﹤0.01% 1112
2023
Q4 		$93.1K Buy
+4,026
New +$89.1K ﹤0.01% 1083

Other funds holding IBHI

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 6,586 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBHI as recently as Q4 2025.

Global Retirement Partners first reported a position in IBHI in Q4 2023 and has held it in 9 quarters since. The position peaked at $220K in Q3 2025. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Global Retirement Partners held 6,586 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $154K as of Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1755 holding.
  • Global Retirement Partners first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $220K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 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.