Global Retirement Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$251K	Sell	5,048 -156	-3%	-$7.88K	﹤0.01%	1336
2025 Q3	$263K	Sell	5,204 -537	-9%	-$26.6K	0.01%	1042
2025 Q2	$284K	Buy	+5,741	New	+$278K	0.01%	932
2024 Q4	$307K	Buy	6,307 +2,950	+88%	+$149K	0.01%	793
2024 Q3	$179K	Buy	3,357 +292	+10%	+$15.2K	0.01%	954
2024 Q2	$152K	Buy	3,065 +2,565	+513%	+$127K	﹤0.01%	1003
2024 Q1	$25.6K	Hold	500	–	–	﹤0.01%	1709
2023 Q4	$25.6K	Buy	+500	New	+$24.1K	﹤0.01%	1644

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Global Retirement Partners's ILTB Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 3% in Q4 2025, selling an estimated $7.88K and leaving 5,048 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Global Retirement Partners first reported a position in ILTB in Q4 2023 and has held it in 8 quarters since. The position peaked at $307K in Q4 2024. 90 funds tracked by Wall St. Rank hold ILTB as of Q4 2025.

Global Retirement Partners held 5,048 shares of iShares Core 10+ Year USD Bond ETF worth $251K as of Q4 2025.
Global Retirement Partners sold 156 iShares Core 10+ Year USD Bond ETF shares in Q4 2025, an estimated $7.88K.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1336 holding.
Global Retirement Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's iShares Core 10+ Year USD Bond ETF position peaked at $307K in Q4 2024.
90 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.