GRP
IBMT

Global Retirement Partners’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Global Retirement Partners’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$76.7K Hold
2,956
– – ﹤0.01% 2075
2025
Q3 		$76.5K Buy
+2,956
New +$75.7K ﹤0.01% 1657

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

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

Global Retirement Partners held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q4 2025 at 2,956 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Global Retirement Partners first reported a position in IBMT in Q3 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IBMT as of Q4 2025.

  • Global Retirement Partners held 2,956 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $76.7K as of Q4 2025.
  • Global Retirement Partners left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2075 holding.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q4 2025.

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