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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
Q2 		$1.19M Buy
46,522
+904
+2% +$23.1K 0.07% 200
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

GC Wealth Management RIA increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2% in Q2 2026, buying an estimated $23.1K and bringing the position to 46,522 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #200.

GC Wealth Management RIA first reported a position in IBMQ in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • GC Wealth Management RIA held 46,522 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • GC Wealth Management RIA bought 904 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $23.1K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #200 holding.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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