GWMR
IBMM

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

GC Wealth Management RIA’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$39.2K 0.12% 142
2024
Q1 		$557K Buy
+21,464
New +$557K 0.11% 152

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GC Wealth Management RIA's IBMM Position: Q4 2024 in Review

GC Wealth Management RIA sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 29,059 shares — an estimated $758K sold.

GC Wealth Management RIA first reported a position in IBMM in Q1 2024 and held it in 3 quarters. The position peaked at $758K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • GC Wealth Management RIA reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • GC Wealth Management RIA sold 29,059 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $758K.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • GC Wealth Management RIA's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $758K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on GC Wealth Management RIA's 13F filing for Q4 2024, filed 7 Feb 2025.