GC Wealth Management RIA’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,059
Closed -$758K 323
2024
Q3
$758K Buy
29,059
+6,085
+26% +$159K 0.13% 138
2024
Q2
$598K Buy
22,974
+1,510
+7% +$39.3K 0.12% 142
2024
Q1
$557K Buy
+21,464
New +$557K 0.11% 152