EWM
IBTB

Evermay Wealth Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Evermay Wealth Management’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,400
Closed -$86K – 603
2022
Q3 		$86K Buy
+3,400
New +$86.2K 0.02% 230

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evermay Wealth Management's IBTB Position: Q4 2022 in Review

Evermay Wealth Management sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 3,400 shares — an estimated $86K sold.

Evermay Wealth Management first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $86K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Evermay Wealth Management reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 3,400 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $86K.
  • Evermay Wealth Management first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Evermay Wealth Management's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $86K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.