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Evermay Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Evermay Wealth Management’s Portfolio IBHG Stock Details IBHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$111K – 673
2023
Q4 		$111K Buy
+5,000
New +$111K 0.02% 245