Global Retirement Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.45M	Buy	+333,212	New	+$7.46M	0.11%	182
2025 Q4	$7.24M	Buy	322,051 +67,048	+26%	+$1.51M	0.13%	155
2025 Q3	$5.74M	Buy	255,003 +241,908	+1,847%	+$5.43M	0.13%	144
2025 Q2	$294K	Buy	+13,095	New	+$293K	0.01%	920
2024 Q4	$287K	Buy	12,928 +133	+1%	+$2.96K	0.01%	816
2024 Q3	$290K	Buy	12,795 +98	+0.8%	+$2.2K	0.01%	790
2024 Q2	$280K	Buy	12,697 +99	+0.8%	+$2.17K	0.01%	768
2024 Q1	$279K	Buy	12,598 +785	+7%	+$17.4K	0.01%	680
2023 Q4	$265K	Buy	11,813 +5,151	+77%	+$113K	0.01%	652
2023 Q3	$145K	Buy	6,662 +2,987	+81%	+$65.7K	0.01%	792
2023 Q2	$81.4K	Buy	3,675 +8	+0.2%	+$180	﹤0.01%	1035
2023 Q1	$83.7K	Buy	3,667 +13	+0.4%	+$292	﹤0.01%	996
2022 Q4	$81.3K	Buy	+3,654	New	+$81.3K	0.01%	886

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 333,212 shares worth $7.45M. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBTH as recently as Q4 2025.

Global Retirement Partners first reported a position in IBTH in Q4 2022 and has held it in 13 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Global Retirement Partners held 333,212 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $7.45M as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.11% of Global Retirement Partners's portfolio in Q2 2026, its #182 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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