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
2024 Q4	$262K	Sell
2024 Q3	$470K	Sell
2024 Q2	$524K	Buy
2024 Q1	$453K	Buy
2023 Q4	$448K	Buy
2023 Q3	$403K	Sell
2023 Q2	$519K	Buy
2023 Q1	$502K	Buy