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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.3M Sell
2025
Q2
$3.32M Buy
2025
Q1
$3.13M Buy
2024
Q4
$3.05M Buy
2024
Q3
$3.04M Buy
2024
Q2
$2.92M Sell
2024
Q1
$2.96M Buy
2023
Q4
$2.56M Buy