Evergreen Private Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Evergreen Private Wealth’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-123	Closed	-$3.1K	–	139
2025 Q3	$3.1K	Hold	123	–	–	﹤0.01%	201
2025 Q2	$3.1K	Sell	123 -1,965	-94%	-$49.4K	﹤0.01%	218
2025 Q1	$52.5K	Hold	2,088	–	–	0.02%	113
2024 Q4	$52.3K	Hold	2,088	–	–	0.02%	116
2024 Q3	$52.4K	Sell	2,088 -156	-7%	-$3.89K	0.02%	117
2024 Q2	$55.8K	Buy	2,244 +1	+0%	+$25	0.03%	114
2024 Q1	$55.6K	Sell	2,243 -98,990	-98%	-$2.45M	0.03%	115
2023 Q4	$2.51M	Buy	+101,233	New	+$2.48M	1.35%	32

Other funds holding IBDQ

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evergreen Private Wealth's IBDQ Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 123 shares — an estimated $3.1K sold.

Evergreen Private Wealth first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $2.51M in Q4 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 123 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.1K.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.51M in Q4 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.