GRP
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Global Retirement Partners’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Global Retirement Partners’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$53.6K – 4328
2025
Q3 		$53.6K Hold
2,000
– – ﹤0.01% 1850
2025
Q2 		$53.3K Buy
+2,000
New +$52K ﹤0.01% 1737

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Global Retirement Partners sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q4 2025, closing a stake of 2,000 shares — an estimated $53.6K sold.

Global Retirement Partners first reported a position in IBHJ in Q2 2025 and held it in 2 quarters. The position peaked at $53.6K in Q3 2025. 38 funds tracked by Wall St. Rank hold IBHJ as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,000 iShares iBonds 2030 Term High Yield and Income ETF shares in Q4 2025, an estimated $53.6K.
  • Global Retirement Partners first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
  • Global Retirement Partners's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $53.6K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held iShares iBonds 2030 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.