Evergreen Private Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Evergreen Private Wealth’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-752	Closed	-$20.2K	–	141
2025 Q3	$20.2K	Hold	752	–	–	0.01%	137
2025 Q2	$20.1K	Hold	752	–	–	0.01%	138
2025 Q1	$20.1K	Hold	752	–	–	0.01%	141
2024 Q4	$20K	Sell	752 -47	-6%	-$1.25K	0.01%	147
2024 Q3	$21.3K	Sell	799 -1	-0.1%	-$27	0.01%	149
2024 Q2	$21.2K	Sell	800 -3,662	-82%	-$96.8K	0.01%	149
2024 Q1	$118K	Sell	4,462 -25,871	-85%	-$685K	0.06%	97
2023 Q4	$805K	Buy	+30,333	New	+$797K	0.43%	50

Other funds holding IBMN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evergreen Private Wealth's IBMN Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 752 shares — an estimated $20.2K sold.

Evergreen Private Wealth first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $805K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 752 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $20.2K.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $805K in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.