EPW
IBDP

Evergreen Private Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Evergreen Private Wealth’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,840
Closed -$46.4K – 216
2024
Q3 		$46.4K Hold
1,840
– – 0.02% 122
2024
Q2 		$46.2K Hold
1,840
– – 0.02% 120
2024
Q1 		$46.1K Hold
1,840
– – 0.02% 122
2023
Q4 		$45.8K Buy
+1,840
New +$45.6K 0.02% 114

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evergreen Private Wealth's IBDP Position: Q4 2024 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,840 shares — an estimated $46.4K sold.

Evergreen Private Wealth first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $46.4K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Evergreen Private Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,840 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $46.4K.
  • Evergreen Private Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Evergreen Private Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $46.4K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.