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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Global Retirement Partners held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q4 2025 at 2,691 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Global Retirement Partners first reported a position in IBMP in Q2 2020 and has held it in 3 quarters since. The position peaked at $68.6K in Q3 2025. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Global Retirement Partners held 2,691 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $68.3K as of Q4 2025.
  • Global Retirement Partners left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2155 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 3 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $68.6K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

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