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Evergreen Private Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Evergreen Private Wealth’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
53,044
+3,435
+7% +$87.5K 0.55% 45
2025
Q4 		$1.26M Buy
49,609
+4,188
+9% +$106K 0.5% 46
2025
Q3 		$1.16M Buy
45,421
+699
+2% +$17.8K 0.47% 46
2025
Q2 		$1.13M Sell
44,722
-845
-2% -$21.3K 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% +$184K 0.52% 48
2024
Q3 		$944K Buy
37,077
+1,179
+3% +$29.8K 0.44% 50
2024
Q2 		$898K Buy
35,898
+959
+3% +$24K 0.44% 52
2024
Q1 		$879K Buy
34,939
+3,691
+12% +$93.3K 0.44% 52
2023
Q4 		$794K Buy
+31,248
New +$776K 0.43% 51

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return