GC Wealth Management RIA’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
2025
Q1
$802K Buy
2024
Q4
$771K Buy
2024
Q3
$762K Buy
2024
Q2
$586K Buy
2024
Q1
$554K Buy