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GC Wealth Management RIA’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

GC Wealth Management RIA’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
46,398
+871
+2% +$22.3K 0.07% 201
2026
Q1 		$1.17M Buy
45,527
+2,881
+7% +$73.9K 0.05% 212
2025
Q4 		$1.09M Buy
42,646
+7,119
+20% +$182K 0.04% 225
2025
Q3 		$912K Buy
35,527
+4,413
+14% +$113K 0.03% 361
2025
Q2 		$797K Sell
31,114
-650
-2% -$16.6K 0.07% 235
2025
Q1 		$812K Buy
31,764
+1,123
+4% +$28.7K 0.15% 127
2024
Q4 		$780K Buy
30,641
+967
+3% +$24.7K 0.14% 127
2024
Q3 		$761K Buy
29,674
+6,247
+27% +$159K 0.13% 136
2024
Q2 		$593K Buy
23,427
+1,565
+7% +$39.5K 0.12% 145
2024
Q1 		$554K Buy
+21,862
New +$556K 0.11% 155

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GC Wealth Management RIA's IBMO Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1.9% in Q2 2026, buying an estimated $22.3K and bringing the position to 46,398 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #201.

GC Wealth Management RIA first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • GC Wealth Management RIA held 46,398 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • GC Wealth Management RIA bought 871 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $22.3K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #201 holding.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.