Evergreen Private Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
44,722
-845
| -2% | -$21.4K | 0.48% | 48 |
|
|
2025
Q1 | $1.15M | Buy |
45,567
+1,224
| +3% | +$30.9K | 0.54% | 45 |
|
|
2024
Q4 | $1.11M | Buy |
44,343
+7,266
| +20% | +$183K | 0.52% | 48 |
|
|
2024
Q3 | $944K | Buy |
37,077
+1,179
| +3% | +$30K | 0.44% | 50 |
|
|
2024
Q2 | $898K | Buy |
35,898
+959
| +3% | +$24K | 0.44% | 52 |
|
|
2024
Q1 | $879K | Buy |
34,939
+3,691
| +12% | +$92.9K | 0.44% | 52 |
|
|
2023
Q4 | $794K | Buy |
+31,248
| New | +$794K | 0.43% | 51 |
|