EWM
IBHE

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$116K – 674
2023
Q4 		$116K Buy
+5,000
New +$115K 0.02% 236

Other funds holding IBHE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evermay Wealth Management's IBHE Position: Q1 2024 in Review

Evermay Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2024, closing a stake of 5,000 shares — an estimated $116K sold.

Evermay Wealth Management first reported a position in IBHE in Q4 2023 and held it in 1 quarter. The position peaked at $116K in Q4 2023. 103 funds tracked by Wall St. Rank hold IBHE as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 5,000 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2024, an estimated $116K.
  • Evermay Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $116K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.