EWS
IBMM

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

Evergreen Wealth Solutions’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,612
Closed -$512K – 120
2024
Q3 		$512K Sell
19,612
-2,517
-11% -$65.6K 0.35% 56
2024
Q2 		$576K Buy
22,129
+2,631
+13% +$68.3K 0.41% 51
2024
Q1 		$506K Buy
19,498
+200
+1% +$5.19K 0.37% 62
2023
Q4 		$500K Buy
19,298
+843
+5% +$21.7K 0.43% 62
2023
Q3 		$474K Sell
18,455
-2,297
-11% -$59.1K 0.48% 62
2023
Q2 		$535K Buy
20,752
+970
+5% +$25K 0.54% 58
2023
Q1 		$512K Buy
+19,782
New +$510K 0.59% 54

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Wealth Solutions's IBMM Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,612 shares — an estimated $512K sold.

Evergreen Wealth Solutions first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $576K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 19,612 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $512K.
  • Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
  • Evergreen Wealth Solutions's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $576K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.