ECM
IBHD

Evergreen Capital Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Evergreen Capital Management’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-91,002
Closed -$2.12M – 1129
2024
Q3 		$2.12M Sell
91,002
-19,324
-18% -$448K 0.07% 243
2024
Q2 		$2.56M Sell
110,326
-4,025
-4% -$93.4K 0.09% 210
2024
Q1 		$2.67M Buy
114,351
+1,376
+1% +$32K 0.1% 203
2023
Q4 		$2.62M Buy
112,975
+3,150
+3% +$72.9K 0.11% 204
2023
Q3 		$2.55M Sell
109,825
-4,100
-4% -$94.7K 0.11% 197
2023
Q2 		$2.63M Buy
113,925
+19,525
+21% +$448K 0.11% 194
2023
Q1 		$2.18M Buy
94,400
+46,535
+97% +$1.07M 0.1% 203
2022
Q4 		$1.09M Buy
+47,865
New +$1.08M 0.05% 268

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's IBHD Position: Q4 2024 in Review

Evergreen Capital Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 91,002 shares — an estimated $2.12M sold.

Evergreen Capital Management first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $2.67M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Evergreen Capital Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 91,002 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.12M.
  • Evergreen Capital Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Evergreen Capital Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.67M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.