EWM
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Evermay Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Evermay Wealth Management’s Portfolio IBHH Stock Details IBHH 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 – 675
2023
Q4 		$116K Buy
+5,000
New +$112K 0.02% 233

Other funds holding IBHH

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

Evermay Wealth Management sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2024, closing a stake of 5,000 shares — an estimated $116K sold.

Evermay Wealth Management first reported a position in IBHH in Q4 2023 and held it in 1 quarter. The position peaked at $116K in Q4 2023. 38 funds tracked by Wall St. Rank hold IBHH as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares iBonds 2028 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 2028 Term High Yield and Income ETF shares in Q1 2024, an estimated $116K.
  • Evermay Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $116K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held iShares iBonds 2028 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.