GRP
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Global Retirement Partners’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Global Retirement Partners’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8K Buy
+1,809
New +$46.8K ﹤0.01% 2563
2025
Q4 		$50.6K Hold
1,940
– – ﹤0.01% 2347
2025
Q3 		$50.6K Buy
+1,940
New +$50.2K ﹤0.01% 1887

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 1,809 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBMS as recently as Q4 2025.

Global Retirement Partners first reported a position in IBMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $50.6K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Global Retirement Partners held 1,809 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $46.8K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2563 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $50.6K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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