Evergreen Private Wealth’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Evergreen Private Wealth’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.28M	Buy	+51,932	New	+$1.31M	0.47%	47

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evergreen Private Wealth's IBMR Position: Q3 2026 in Review

Evergreen Private Wealth opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 51,932 shares worth $1.28M. The stake represents 0.47% of the portfolio and ranks #47 among its holdings.

131 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Evergreen Private Wealth held 51,932 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.28M as of Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Evergreen Private Wealth position in Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.47% of Evergreen Private Wealth's portfolio in Q3 2026, its #47 holding.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Evergreen Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.