EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,411
| Closed | -$262K | – | 114 |
|
|
2024
Q4 | $262K | Sell |
10,411
-7,917
| -43% | -$199K | 0.18% | 87 |
|
|
2024
Q3 | $470K | Sell |
18,328
-2,615
| -12% | -$67K | 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% | +$10.9K | 0.34% | 67 |
|
|
2023
Q4 | $448K | Buy |
17,499
+1,002
| +6% | +$25.6K | 0.38% | 69 |
|
|
2023
Q3 | $403K | Sell |
16,497
-4,115
| -20% | -$100K | 0.41% | 70 |
|
|
2023
Q2 | $519K | Buy |
20,612
+1,015
| +5% | +$25.5K | 0.52% | 61 |
|
|
2023
Q1 | $502K | Buy |
+19,597
| New | +$502K | 0.58% | 57 |
|