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Evermay Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Evermay Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$116K – 674
2023
Q4 		$116K Buy
+5,000
New +$116K 0.02% 236