Global Retirement Partners
IBMT icon

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
2026
Q2 		$81.8K Buy
+3,169
New +$81.5K ﹤0.01% 2206
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 3,169 shares worth $81.8K. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBMT as recently as Q4 2025.

Global Retirement Partners first reported a position in IBMT in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Global Retirement Partners held 3,169 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $81.8K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2206 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 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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