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 Q2	$1.34M	Sell	52,079 -107	-0.2%	-$2.74K	0.49%	44
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Private Wealth's IBMO Position: Q2 2026 in Review

Evergreen Private Wealth reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.21% in Q2 2026, selling an estimated $2.74K and leaving 52,079 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #44.

Evergreen Private Wealth first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Evergreen Private Wealth held 52,079 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.34M as of Q2 2026.
Evergreen Private Wealth sold 107 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $2.74K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.49% of Evergreen Private Wealth's portfolio in Q2 2026, its #44 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.34M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.