Evergreen Wealth Solutions’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$365K	Sell
2024 Q3	$512K	Sell
2024 Q2	$572K	Buy
2024 Q1	$500K	Buy
2023 Q4	$462K	Sell
2023 Q3	$471K	Sell
2023 Q2	$528K	Buy
2023 Q1	$510K	Buy