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
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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return