EPW
IBTE

Evergreen Private Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Evergreen Private Wealth’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-127
Closed -$3.05K – 216
2024
Q3 		$3.05K Sell
127
-162
-56% -$3.89K ﹤0.01% 181
2024
Q2 		$6.93K Buy
289
+1
+0.3% +$24 ﹤0.01% 170
2024
Q1 		$6.9K Sell
288
-114,865
-100% -$2.75M ﹤0.01% 175
2023
Q4 		$2.75M Buy
+115,153
New +$2.75M 1.48% 27