GC Wealth Management RIA’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
31,217
-653
| -2% | -$16.6K | 0.06% | 237 |
|
|
2025
Q1 | $806K | Buy |
31,870
+1,136
| +4% | +$28.7K | 0.15% | 130 |
|
|
2024
Q4 | $774K | Buy |
30,734
+966
| +3% | +$24.3K | 0.14% | 129 |
|
|
2024
Q3 | $763K | Buy |
29,768
+6,300
| +27% | +$161K | 0.13% | 133 |
|
|
2024
Q2 | $587K | Buy |
23,468
+1,581
| +7% | +$39.6K | 0.12% | 149 |
|
|
2024
Q1 | $553K | Buy |
+21,887
| New | +$553K | 0.11% | 157 |
|