GC Wealth Management RIA’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
31,114
-650
| -2% | -$16.7K | 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% | +$24.6K | 0.14% | 127 |
|
|
2024
Q3 | $761K | Buy |
29,674
+6,247
| +27% | +$160K | 0.13% | 136 |
|
|
2024
Q2 | $593K | Buy |
23,427
+1,565
| +7% | +$39.6K | 0.12% | 145 |
|
|
2024
Q1 | $554K | Buy |
+21,862
| New | +$554K | 0.11% | 155 |
|