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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
Q2 		$1.19M Buy
46,775
+888
+2% +$22.5K 0.07% 202
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GC Wealth Management RIA increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 46,775 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #202.

GC Wealth Management RIA first reported a position in IBMP in Q1 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • GC Wealth Management RIA held 46,775 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • GC Wealth Management RIA bought 888 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $22.5K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #202 holding.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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