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Evergreen Private Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Evergreen Private Wealth’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.6M Buy
148,662
+2,170
+1% +$52.6K 1.46% 33
2025
Q4 		$3.55M Buy
146,492
+11,145
+8% +$270K 1.4% 33
2025
Q3 		$3.29M Sell
135,347
-942
-0.7% -$22.8K 1.33% 33
2025
Q2 		$3.3M Buy
136,289
+7,971
+6% +$193K 1.38% 31
2025
Q1 		$3.11M Buy
128,318
+1,963
+2% +$47.4K 1.45% 32
2024
Q4 		$3.04M Buy
126,355
+2,552
+2% +$61.5K 1.42% 31
2024
Q3 		$3.01M Buy
123,803
+1,249
+1% +$30.1K 1.39% 35
2024
Q2 		$2.92M Sell
122,554
-1,217
-1% -$28.9K 1.44% 31
2024
Q1 		$2.95M Buy
123,771
+16,441
+15% +$392K 1.48% 31
2023
Q4 		$2.57M Buy
+107,330
New +$2.52M 1.38% 28

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return