Global Retirement Partners, LLC
PensionPosition in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1749744
San Rafael, CA
All Filings in IBTI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 IBTI | $4,747,351 | 212,267 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 IBTI | $3,589,949 | 160,373 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 IBTI | $1,385,269 | 61,953 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 IBTI | $3,040,603 | 138,815 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 IBTI | $3,123,581 | 138,795 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 IBTI | $3,029,589 | 138,781 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 IBTI | $3,043,810 | 138,765 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 IBTI | $2,082,789 | 93,756 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 IBTI | $80,553 | 3,738 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 IBTI | $81,950 | 3,725 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 IBTI | $83,617 | 3,718 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 IBTI | $81,331 | 3,707 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||