Evergreen Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.8M	Buy	156,823 +8,545	+6%	+$207K	1.4%	31
2026 Q1	$3.59M	Buy	148,278 +1,881	+1%	+$45.7K	1.45%	34
2025 Q4	$3.55M	Buy	146,397 +10,720	+8%	+$260K	1.4%	32
2025 Q3	$3.3M	Sell	135,677 -1,003	-0.7%	-$24.3K	1.34%	31
2025 Q2	$3.32M	Buy	136,680 +7,276	+6%	+$176K	1.39%	30
2025 Q1	$3.13M	Buy	129,404 +2,124	+2%	+$51.1K	1.46%	31
2024 Q4	$3.05M	Buy	127,280 +2,739	+2%	+$65.9K	1.43%	30
2024 Q3	$3.04M	Buy	124,541 +1,326	+1%	+$32K	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	+$2.5M	1.38%	30

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Evergreen Private Wealth increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5.8% in Q2 2026, buying an estimated $207K and bringing the position to 156,823 shares worth $3.8M. The position accounts for 1.4% of the portfolio, ranked #31.

Evergreen Private Wealth first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Evergreen Private Wealth held 156,823 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.8M as of Q2 2026.
Evergreen Private Wealth bought 8,545 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $207K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.4% of Evergreen Private Wealth's portfolio in Q2 2026, its #31 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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