Evergreen Private Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
136,289
+7,971
| +6% | +$193K | 1.38% | 31 |
|
|
2025
Q1 | $3.11M | Buy |
128,318
+1,963
| +2% | +$47.5K | 1.45% | 32 |
|
|
2024
Q4 | $3.04M | Buy |
126,355
+2,552
| +2% | +$61.4K | 1.42% | 31 |
|
|
2024
Q3 | $3.01M | Buy |
123,803
+1,249
| +1% | +$30.4K | 1.39% | 35 |
|
|
2024
Q2 | $2.92M | Sell |
122,554
-1,217
| -1% | -$29K | 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 | +$2.57M | 1.38% | 28 |
|