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

GC Wealth Management RIA’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
46,789
+934
+2% +$23.7K 0.07% 203
2026
Q1 		$1.16M Buy
45,855
+2,867
+7% +$73.3K 0.05% 215
2025
Q4 		$1.09M Buy
42,988
+7,145
+20% +$182K 0.04% 226
2025
Q3 		$915K Buy
35,843
+4,469
+14% +$114K 0.03% 356
2025
Q2 		$792K Sell
31,374
-655
-2% -$16.3K 0.06% 239
2025
Q1 		$802K Buy
32,029
+1,156
+4% +$29K 0.15% 131
2024
Q4 		$771K Buy
30,873
+968
+3% +$24.4K 0.14% 131
2024
Q3 		$762K Buy
29,905
+6,351
+27% +$160K 0.13% 134
2024
Q2 		$586K Buy
23,554
+1,593
+7% +$39.7K 0.12% 150
2024
Q1 		$554K Buy
+21,961
New +$558K 0.11% 154

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

GC Wealth Management RIA increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2% in Q2 2026, buying an estimated $23.7K and bringing the position to 46,789 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #203.

GC Wealth Management RIA first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • GC Wealth Management RIA held 46,789 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • GC Wealth Management RIA bought 934 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $23.7K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #203 holding.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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