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
2026 Q2	$11.6M	Buy	+506,882	New	+$11.6M	0.18%	106
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 506,882 shares worth $11.6M. The stake represents 0.18% of the portfolio and ranks #106 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBTG as recently as Q4 2025.

Global Retirement Partners first reported a position in IBTG in Q3 2022 and has held it in 14 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Global Retirement Partners held 506,882 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.6M as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Global Retirement Partners's portfolio in Q2 2026, its #106 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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