Evergreen Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
136,680
+7,276
| +6% | +$177K | 1.39% | 30 |
|
|
2025
Q1 | $3.13M | Buy |
129,404
+2,124
| +2% | +$51.4K | 1.46% | 31 |
|
|
2024
Q4 | $3.05M | Buy |
127,280
+2,739
| +2% | +$65.6K | 1.43% | 30 |
|
|
2024
Q3 | $3.04M | Buy |
124,541
+1,326
| +1% | +$32.3K | 1.41% | 32 |
|
|
2024
Q2 | $2.92M | Sell |
123,215
-996
| -0.8% | -$23.6K | 1.44% | 30 |
|
|
2024
Q1 | $2.96M | Buy |
124,211
+17,268
| +16% | +$411K | 1.48% | 30 |
|
|
2023
Q4 | $2.56M | Buy |
+106,943
| New | +$2.56M | 1.38% | 30 |
|