GC Wealth Management RIA’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
31,354
-654
| -2% | -$16.6K | 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% | +$24.4K | 0.14% | 128 |
|
|
2024
Q3 | $761K | Buy |
29,903
+6,314
| +27% | +$161K | 0.13% | 137 |
|
|
2024
Q2 | $590K | Buy |
23,589
+1,587
| +7% | +$39.7K | 0.12% | 147 |
|
|
2024
Q1 | $554K | Buy |
+22,002
| New | +$554K | 0.11% | 156 |
|