GRP
IBTJ icon

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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return