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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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