EWM
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$111K – 673
2023
Q4 		$111K Buy
+5,000
New +$108K 0.02% 245

Other funds holding IBHG

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CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

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

Evermay Wealth Management sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2024, closing a stake of 5,000 shares — an estimated $111K sold.

Evermay Wealth Management first reported a position in IBHG in Q4 2023 and held it in 1 quarter. The position peaked at $111K in Q4 2023. 46 funds tracked by Wall St. Rank hold IBHG as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares iBonds 2027 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 2027 Term High Yield and Income ETF shares in Q1 2024, an estimated $111K.
  • Evermay Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $111K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held iShares iBonds 2027 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.