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GC Wealth Management RIA’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

GC Wealth Management RIA’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Buy
45,887
+2,895
+7% +$73.7K 0.05% 211
2025
Q4 		$1.09M Buy
42,992
+7,173
+20% +$182K 0.04% 227
2025
Q3 		$912K Buy
35,819
+4,465
+14% +$114K 0.03% 360
2025
Q2 		$795K Sell
31,354
-654
-2% -$16.5K 0.07% 236
2025
Q1 		$809K Buy
32,008
+1,133
+4% +$28.6K 0.15% 129
2024
Q4 		$776K Buy
30,875
+972
+3% +$24.6K 0.14% 128
2024
Q3 		$761K Buy
29,903
+6,314
+27% +$160K 0.13% 137
2024
Q2 		$590K Buy
23,589
+1,587
+7% +$39.6K 0.12% 147
2024
Q1 		$554K Buy
+22,002
New +$556K 0.11% 156

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return