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Global Retirement Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Global Retirement Partners’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Buy
+1,159
New +$29.4K ﹤0.01% 2841
2025
Q4 		$68.3K Hold
2,691
– – ﹤0.01% 2155
2025
Q3 		$68.6K Buy
+2,691
New +$68.5K ﹤0.01% 1721
2020
Q3 		– Sell
-1,140
Closed -$31K – 1670
2020
Q2 		$31K Buy
+1,140
New +$30.1K ﹤0.01% 761

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 1,159 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #2841 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBMP as recently as Q4 2025.

Global Retirement Partners first reported a position in IBMP in Q2 2020 and has held it in 4 quarters since. The position peaked at $68.6K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Global Retirement Partners held 1,159 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $29.5K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2841 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $68.6K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.