EPW
IBMM

Evergreen Private Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Evergreen Private Wealth’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-822
Closed -$21.4K – 218
2024
Q3 		$21.4K Hold
822
– – 0.01% 147
2024
Q2 		$21.4K Sell
822
-4,633
-85% -$121K 0.01% 146
2024
Q1 		$142K Sell
5,455
-25,722
-83% -$668K 0.07% 87
2023
Q4 		$808K Buy
+31,177
New +$808K 0.44% 48