EWS
IBMM
Evergreen Wealth Solutions’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,612
| Closed | -$512K | – | 120 |
|
|
2024
Q3 | $512K | Sell |
19,612
-2,517
| -11% | -$65.7K | 0.35% | 56 |
|
|
2024
Q2 | $576K | Buy |
22,129
+2,631
| +13% | +$68.5K | 0.41% | 51 |
|
|
2024
Q1 | $506K | Buy |
19,498
+200
| +1% | +$5.19K | 0.37% | 62 |
|
|
2023
Q4 | $500K | Buy |
19,298
+843
| +5% | +$21.9K | 0.43% | 62 |
|
|
2023
Q3 | $474K | Sell |
18,455
-2,297
| -11% | -$59K | 0.48% | 62 |
|
|
2023
Q2 | $535K | Buy |
20,752
+970
| +5% | +$25K | 0.54% | 58 |
|
|
2023
Q1 | $512K | Buy |
+19,782
| New | +$512K | 0.59% | 54 |
|