GRP
IBMS

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
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 $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Global Retirement Partners held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q4 2025 at 1,940 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Global Retirement Partners first reported a position in IBMS in Q3 2025 and has held it in 2 quarters since. The position peaked at $50.6K in Q3 2025. 87 funds tracked by Wall St. Rank hold IBMS as of Q4 2025.

  • Global Retirement Partners held 1,940 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $50.6K as of Q4 2025.
  • Global Retirement Partners left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2347 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 2 quarters since.
  • Global Retirement Partners's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $50.6K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q4 2025.

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