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GC Wealth Management RIA’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

GC Wealth Management RIA’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
45,618
+2,865
+7% +$73.5K 0.05% 214
2025
Q4 		$1.09M Buy
42,753
+7,115
+20% +$182K 0.04% 224
2025
Q3 		$914K Buy
35,638
+4,421
+14% +$113K 0.03% 358
2025
Q2 		$793K Sell
31,217
-653
-2% -$16.4K 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% +$24.5K 0.14% 129
2024
Q3 		$763K Buy
29,768
+6,300
+27% +$160K 0.13% 133
2024
Q2 		$587K Buy
23,468
+1,581
+7% +$39.6K 0.12% 149
2024
Q1 		$553K Buy
+21,887
New +$556K 0.11% 157

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return