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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
2025
Q4 		– Sell
-1,724
Closed -$44K – 4330
2025
Q3 		$44K Buy
+1,724
New +$43.8K ﹤0.01% 1969

Other funds holding IBMR

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

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

Global Retirement Partners sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2025, closing a stake of 1,724 shares — an estimated $44K sold.

Global Retirement Partners first reported a position in IBMR in Q3 2025 and held it in 1 quarter. The position peaked at $44K in Q3 2025. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 1,724 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2025, an estimated $44K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Global Retirement Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $44K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

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