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 $4.82B AUM 20.19% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return