Evergreen Private Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
44,590
-439
| -1% | -$11.2K | 0.48% | 47 |
|
|
2025
Q1 | $1.15M | Buy |
45,029
+906
| +2% | +$23.2K | 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% | +$15.1K | 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 | +$806K | 0.43% | 49 |
|