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Evergreen Private Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Evergreen Private Wealth’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
52,186
+2,800
+6% +$71.9K 0.54% 46
2025
Q4 		$1.27M Buy
49,386
+3,619
+8% +$92.7K 0.5% 45
2025
Q3 		$1.17M Buy
45,767
+1,177
+3% +$30.2K 0.48% 45
2025
Q2 		$1.14M Sell
44,590
-439
-1% -$11.2K 0.48% 47
2025
Q1 		$1.15M Buy
45,029
+906
+2% +$23.1K 0.54% 46
2024
Q4 		$1.12M Buy
44,123
+7,170
+19% +$183K 0.53% 47
2024
Q3 		$948K Buy
36,953
+587
+2% +$15K 0.44% 49
2024
Q2 		$921K Buy
36,366
+89
+0.2% +$2.25K 0.45% 51
2024
Q1 		$920K Buy
36,277
+4,680
+15% +$119K 0.46% 51
2023
Q4 		$806K Buy
+31,597
New +$793K 0.43% 49

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return