GRP
IBTF

Global Retirement Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Global Retirement Partners’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-101,035
Closed -$2.36M – 4331
2025
Q3 		$2.36M Buy
101,035
+647
+0.6% +$15.1K 0.05% 319
2025
Q2 		$2.35M Buy
+100,388
New +$2.34M 0.06% 299
2024
Q4 		$4.1M Buy
175,931
+6,728
+4% +$157K 0.12% 171
2024
Q3 		$3.96M Buy
169,203
+377
+0.2% +$8.78K 0.12% 164
2024
Q2 		$3.92M Buy
168,826
+369
+0.2% +$8.55K 0.12% 167
2024
Q1 		$3.91M Buy
168,457
+97,509
+137% +$2.27M 0.15% 149
2023
Q4 		$1.66M Buy
70,948
+69,965
+7,117% +$1.62M 0.07% 246
2023
Q3 		$22.6K Buy
983
+10
+1% +$231 ﹤0.01% 1596
2023
Q2 		$22.5K Buy
973
+6
+0.6% +$140 ﹤0.01% 1627
2023
Q1 		$22.8K Buy
967
+9
+0.9% +$210 ﹤0.01% 1579
2022
Q4 		$22.3K Buy
958
+8
+0.8% +$186 ﹤0.01% 1436
2022
Q3 		$22K Buy
+950
New +$22.6K ﹤0.01% 1351

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

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

Global Retirement Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 101,035 shares — an estimated $2.36M sold.

Global Retirement Partners first reported a position in IBTF in Q3 2022 and held it in 12 quarters. The position peaked at $4.1M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 101,035 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.36M.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 12 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $4.1M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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