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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$793K Sell
2025
Q1
$806K Buy
2024
Q4
$774K Buy
2024
Q3
$763K Buy
2024
Q2
$587K Buy
2024
Q1
$553K Buy