GWMR
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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return