EPW
IBMQ icon

Evergreen Private Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Evergreen Private Wealth’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
51,630
+195
+0.4% +$4.98K 0.49% 46
2026
Q1 		$1.31M Buy
51,435
+2,252
+5% +$57.8K 0.53% 47
2025
Q4 		$1.26M Buy
49,183
+4,088
+9% +$104K 0.5% 47
2025
Q3 		$1.16M Buy
45,095
+1,285
+3% +$32.9K 0.47% 47
2025
Q2 		$1.11M Buy
43,810
+573
+1% +$14.4K 0.47% 49
2025
Q1 		$1.09M Buy
43,237
+2,443
+6% +$61.7K 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% -$17.4K 0.44% 51
2024
Q2 		$934K Buy
37,324
+853
+2% +$21.4K 0.46% 50
2024
Q1 		$922K Buy
36,471
+6,669
+22% +$170K 0.46% 50
2023
Q4 		$763K Buy
+29,802
New +$741K 0.41% 52

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Evergreen Private Wealth increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.38% in Q2 2026, buying an estimated $4.98K and bringing the position to 51,630 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #46.

Evergreen Private Wealth first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Evergreen Private Wealth held 51,630 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.32M as of Q2 2026.
  • Evergreen Private Wealth bought 195 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $4.98K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.49% of Evergreen Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Evergreen Private Wealth first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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