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 Q2	$1.32M	Sell	52,013 -1,031	-2%	-$26.2K	0.49%	45
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 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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

Evergreen Private Wealth reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.9% in Q2 2026, selling an estimated $26.2K and leaving 52,013 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #45.

Evergreen Private Wealth first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Evergreen Private Wealth held 52,013 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.32M as of Q2 2026.
Evergreen Private Wealth sold 1,031 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $26.2K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.49% of Evergreen Private Wealth's portfolio in Q2 2026, its #45 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.35M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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