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Global Retirement Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Global Retirement Partners’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.6K Buy
+2,505
New +$63.5K ﹤0.01% 2362
2025
Q4 		– Sell
-1,724
Closed -$44K – 4330
2025
Q3 		$44K Buy
+1,724
New +$43.8K ﹤0.01% 1969

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 2,505 shares worth $63.6K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBMR as recently as Q3 2025.

Global Retirement Partners first reported a position in IBMR in Q3 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Global Retirement Partners held 2,505 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $63.6K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2362 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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