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Global Retirement Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Global Retirement Partners’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.3K Buy
+2,748
New +$70.1K ﹤0.01% 2302
2025
Q4 		$109K Buy
4,261
+1,573
+59% +$40.2K ﹤0.01% 1856
2025
Q3 		$68.9K Buy
+2,688
New +$68.8K ﹤0.01% 1716

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 2,748 shares worth $70.3K. The stake represents ﹤0.01% of the portfolio and ranks #2302 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBMQ as recently as Q4 2025.

Global Retirement Partners first reported a position in IBMQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Global Retirement Partners held 2,748 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $70.3K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2302 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $109K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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