Evergreen Private Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
43,810
+573
| +1% | +$14.6K | 0.47% | 49 |
|
|
2025
Q1 | $1.09M | Buy |
43,237
+2,443
| +6% | +$61.8K | 0.51% | 48 |
|
|
2024
Q4 | $1.03M | Buy |
40,794
+4,157
| +11% | +$105K | 0.48% | 49 |
|
|
2024
Q3 | $939K | Sell |
36,637
-687
| -2% | -$17.6K | 0.44% | 51 |
|
|
2024
Q2 | $934K | Buy |
37,324
+853
| +2% | +$21.3K | 0.46% | 50 |
|
|
2024
Q1 | $922K | Buy |
36,471
+6,669
| +22% | +$169K | 0.46% | 50 |
|
|
2023
Q4 | $763K | Buy |
+29,802
| New | +$763K | 0.41% | 52 |
|