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 Q2	$3.78M	Buy	155,968 +7,306	+5%	+$177K	1.4%	33
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Evergreen Private Wealth's IBDR Position: Q2 2026 in Review

Evergreen Private Wealth increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.9% in Q2 2026, buying an estimated $177K and bringing the position to 155,968 shares worth $3.78M. The position accounts for 1.4% of the portfolio, ranked #33.

Evergreen Private Wealth first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Evergreen Private Wealth held 155,968 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.78M as of Q2 2026.
Evergreen Private Wealth bought 7,306 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $177K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.4% of Evergreen Private Wealth's portfolio in Q2 2026, its #33 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.