Global Retirement Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Global Retirement Partners’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.6M	Buy	461,906 +47,986	+12%	+$1.1M	0.19%	105
2025 Q3	$9.5M	Buy	413,920 +103,629	+33%	+$2.37M	0.21%	92
2025 Q2	$7.11M	Buy	+310,291	New	+$7.1M	0.18%	109
2024 Q4	$3.82M	Buy	167,337 +14,945	+10%	+$341K	0.11%	185
2024 Q3	$3.51M	Sell	152,392 -729	-0.5%	-$16.7K	0.11%	181
2024 Q2	$3.47M	Buy	153,121 +233	+0.2%	+$5.26K	0.11%	187
2024 Q1	$3.47M	Buy	152,888 +53,884	+54%	+$1.23M	0.13%	164
2023 Q4	$2.27M	Buy	99,004 +94,401	+2,051%	+$2.13M	0.09%	204
2023 Q3	$103K	Buy	4,603 +22	+0.5%	+$496	0.01%	918
2023 Q2	$104K	Buy	4,581 +15	+0.3%	+$344	0.01%	937
2023 Q1	$106K	Buy	4,566 +20	+0.4%	+$458	0.01%	893
2022 Q4	$103K	Buy	4,546 +3,596	+379%	+$81.6K	0.01%	804
2022 Q3	$21K	Buy	+950	New	+$22.2K	﹤0.01%	1368

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Global Retirement Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q4 2025, buying an estimated $1.1M and bringing the position to 461,906 shares worth $10.6M. The position accounts for 0.19% of the portfolio, ranked #105.

Global Retirement Partners first reported a position in IBTG in Q3 2022 and has held it in 13 quarters since. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

Global Retirement Partners held 461,906 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $10.6M as of Q4 2025.
Global Retirement Partners bought 47,986 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $1.1M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.19% of Global Retirement Partners's portfolio in Q4 2025, its #105 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and has held it in 13 quarters since.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

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