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	-14,335	Closed	-$365K	–	113
2024 Q4	$365K	Sell	14,335 -5,626	-28%	-$144K	0.25%	67
2024 Q3	$512K	Sell	19,961 -2,647	-12%	-$67.5K	0.35%	55
2024 Q2	$572K	Buy	22,608 +2,889	+15%	+$72.9K	0.41%	52
2024 Q1	$500K	Buy	19,719 +1,608	+9%	+$40.9K	0.37%	63
2023 Q4	$462K	Sell	18,111 -891	-5%	-$22.4K	0.39%	68
2023 Q3	$471K	Sell	19,002 -1,949	-9%	-$48.8K	0.48%	63
2023 Q2	$528K	Buy	20,951 +975	+5%	+$24.6K	0.53%	60
2023 Q1	$510K	Buy	+19,976	New	+$507K	0.59%	55

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Wealth Solutions's IBMO Position: Q1 2025 in Review

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 14,335 shares — an estimated $365K sold.

Evergreen Wealth Solutions first reported a position in IBMO in Q1 2023 and held it in 8 quarters. The position peaked at $572K in Q2 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Evergreen Wealth Solutions sold 14,335 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $365K.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and held it in 8 quarters.
Evergreen Wealth Solutions's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $572K in Q2 2024.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2025, filed 14 May 2025.