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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
31,374
-655
| -2% | -$16.5K | 0.06% | 239 |
|
|
2025
Q1 | $802K | Buy |
32,029
+1,156
| +4% | +$28.9K | 0.15% | 131 |
|
|
2024
Q4 | $771K | Buy |
30,873
+968
| +3% | +$24.2K | 0.14% | 131 |
|
|
2024
Q3 | $762K | Buy |
29,905
+6,351
| +27% | +$162K | 0.13% | 134 |
|
|
2024
Q2 | $586K | Buy |
23,554
+1,593
| +7% | +$39.6K | 0.12% | 150 |
|
|
2024
Q1 | $554K | Buy |
+21,961
| New | +$554K | 0.11% | 154 |
|