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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
29,899
-496
-2% -$12.7K 0.06% 244
2025
Q1
$772K Buy
30,395
+1,161
+4% +$29.5K 0.14% 134
2024
Q4
$742K Buy
+29,234
New +$742K 0.13% 136