Evergreen Wealth Solutions’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$512K Sell
2024
Q2
$576K Buy
2024
Q1
$506K Buy
2023
Q4
$500K Buy
2023
Q3
$474K Sell
2023
Q2
$535K Buy
2023
Q1
$512K Buy