EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,335
| Closed | -$365K | – | 113 |
|
|
2024
Q4 | $365K | Sell |
14,335
-5,626
| -28% | -$143K | 0.25% | 67 |
|
|
2024
Q3 | $512K | Sell |
19,961
-2,647
| -12% | -$67.9K | 0.35% | 55 |
|
|
2024
Q2 | $572K | Buy |
22,608
+2,889
| +15% | +$73.2K | 0.41% | 52 |
|
|
2024
Q1 | $500K | Buy |
19,719
+1,608
| +9% | +$40.8K | 0.37% | 63 |
|
|
2023
Q4 | $462K | Sell |
18,111
-891
| -5% | -$22.7K | 0.39% | 68 |
|
|
2023
Q3 | $471K | Sell |
19,002
-1,949
| -9% | -$48.4K | 0.48% | 63 |
|
|
2023
Q2 | $528K | Buy |
20,951
+975
| +5% | +$24.6K | 0.53% | 60 |
|
|
2023
Q1 | $510K | Buy |
+19,976
| New | +$510K | 0.59% | 55 |
|