EWM
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Evermay Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Evermay Wealth Management’s Portfolio IBHF Stock Details IBHF 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 -$115K – 672
2023
Q4 		$115K Buy
+5,000
New +$113K 0.02% 237

Other funds holding IBHF

Bank of America
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evermay Wealth Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2024, closing a stake of 5,000 shares — an estimated $115K sold.

Evermay Wealth Management first reported a position in IBHF in Q4 2023 and held it in 1 quarter. The position peaked at $115K in Q4 2023. 76 funds tracked by Wall St. Rank hold IBHF as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares iBonds 2026 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 2026 Term High Yield and Income ETF shares in Q1 2024, an estimated $115K.
  • Evermay Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $115K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held iShares iBonds 2026 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.