Global Retirement Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+10,853	New	+$236K	﹤0.01%	1489
2025 Q4	$287K	Buy	13,057 +7,301	+127%	+$160K	0.01%	1265
2025 Q3	$126K	Buy	5,756 +3,467	+151%	+$75.9K	﹤0.01%	1414
2025 Q2	$50.2K	Buy	+2,289	New	+$49.8K	﹤0.01%	1769
2024 Q4	$48.8K	Hold	2,289	–	–	﹤0.01%	1626
2024 Q3	$50.6K	Hold	2,289	–	–	﹤0.01%	1551
2024 Q2	$48.9K	Hold	2,289	–	–	﹤0.01%	1546
2024 Q1	$49.2K	Hold	2,289	–	–	﹤0.01%	1424
2023 Q4	$49.7K	Sell	2,289 -1,508	-40%	-$31.9K	﹤0.01%	1375
2023 Q3	$79.1K	Buy	3,797 +14	+0.4%	+$299	﹤0.01%	1030
2023 Q2	$81.8K	Buy	3,783 +8	+0.2%	+$176	﹤0.01%	1030
2023 Q1	$84.5K	Buy	3,775 +12	+0.3%	+$263	﹤0.01%	992
2022 Q4	$81.2K	Buy	+3,763	New	+$81.3K	0.01%	887

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Global Retirement Partners opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 10,853 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBTJ as recently as Q4 2025.

Global Retirement Partners first reported a position in IBTJ in Q4 2022 and has held it in 13 quarters since. The position peaked at $287K in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Global Retirement Partners held 10,853 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $235K as of Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1489 holding.
Global Retirement Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $287K in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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