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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2025, closing a stake of 10,411 shares — an estimated $262K sold.

Evergreen Wealth Solutions first reported a position in IBMQ in Q1 2023 and held it in 8 quarters. The position peaked at $524K in Q2 2024. 142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Evergreen Wealth Solutions sold 10,411 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2025, an estimated $262K.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and held it in 8 quarters.
Evergreen Wealth Solutions's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $524K in Q2 2024.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

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