GWMR
IBMS

GC Wealth Management RIA’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

GC Wealth Management RIA’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
46,063
+1,971
+4% +$51K 0.07% 199
2026
Q1 		$1.14M Buy
44,092
+2,688
+6% +$70.4K 0.05% 219
2025
Q4 		$1.08M Buy
41,404
+7,241
+21% +$188K 0.04% 228
2025
Q3 		$891K Buy
34,163
+4,264
+14% +$110K 0.03% 371
2025
Q2 		$767K Sell
29,899
-496
-2% -$12.6K 0.06% 244
2025
Q1 		$772K Buy
30,395
+1,161
+4% +$29.6K 0.14% 134
2024
Q4 		$742K Buy
+29,234
New +$747K 0.13% 136

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

GC Wealth Management RIA increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 4.5% in Q2 2026, buying an estimated $51K and bringing the position to 46,063 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #199.

GC Wealth Management RIA first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • GC Wealth Management RIA held 46,063 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • GC Wealth Management RIA bought 1,971 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $51K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #199 holding.
  • GC Wealth Management RIA first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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