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Evergreen Wealth Solutions’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,411
Closed -$262K – 114
2024
Q4 		$262K Sell
10,411
-7,917
-43% -$201K 0.18% 87
2024
Q3 		$470K Sell
18,328
-2,615
-12% -$66.3K 0.32% 60
2024
Q2 		$524K Buy
20,943
+3,013
+17% +$75.4K 0.37% 59
2024
Q1 		$453K Buy
17,930
+431
+2% +$11K 0.34% 67
2023
Q4 		$448K Buy
17,499
+1,002
+6% +$24.9K 0.38% 69
2023
Q3 		$403K Sell
16,497
-4,115
-20% -$103K 0.41% 70
2023
Q2 		$519K Buy
20,612
+1,015
+5% +$25.7K 0.52% 61
2023
Q1 		$502K Buy
+19,597
New +$498K 0.58% 57

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return