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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-127
Closed -$3.05K – 215
2024
Q3 		$3.05K Sell
127
-162
-56% -$3.88K ﹤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 +$2.74M 1.48% 27

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Evergreen Private Wealth's IBTE Position: Q4 2024 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 127 shares — an estimated $3.05K sold.

Evergreen Private Wealth first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $2.75M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Evergreen Private Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 127 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.05K.
  • Evergreen Private Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Evergreen Private Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.75M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.