Global Retirement Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.72M	Buy	+213,171	New	+$4.73M	0.07%	246
2025 Q4	$4.75M	Buy	212,267 +51,894	+32%	+$1.16M	0.08%	216
2025 Q3	$3.59M	Buy	160,373 +98,420	+159%	+$2.2M	0.08%	222
2025 Q2	$1.39M	Buy	+61,953	New	+$1.38M	0.03%	414
2024 Q4	$3.04M	Buy	138,815 +20	+0%	+$441	0.09%	221
2024 Q3	$3.12M	Buy	138,795 +14	+0%	+$312	0.09%	200
2024 Q2	$3.03M	Buy	138,781 +16	+0%	+$347	0.09%	207
2024 Q1	$3.04M	Buy	138,765 +45,009	+48%	+$991K	0.11%	178
2023 Q4	$2.08M	Buy	93,756 +90,018	+2,408%	+$1.95M	0.09%	218
2023 Q3	$80K	Buy	3,738 +13	+0.3%	+$283	﹤0.01%	1024
2023 Q2	$81.9K	Buy	3,725 +7	+0.2%	+$157	﹤0.01%	1029
2023 Q1	$84.4K	Buy	3,718 +11	+0.3%	+$245	﹤0.01%	994
2022 Q4	$81.3K	Buy	+3,707	New	+$81.3K	0.01%	885

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 213,171 shares worth $4.72M. The stake represents 0.07% of the portfolio and ranks #246 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBTI as recently as Q4 2025.

Global Retirement Partners first reported a position in IBTI in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.75M in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Global Retirement Partners held 213,171 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.72M as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #246 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $4.75M in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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