Evergreen Private Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.78M	Buy	149,858 +8,375	+6%	+$211K	1.4%	32
2026 Q1	$3.58M	Buy	141,483 +1,772	+1%	+$45.1K	1.45%	35
2025 Q4	$3.56M	Buy	139,711 +9,647	+7%	+$246K	1.4%	31
2025 Q3	$3.32M	Sell	130,064 -957	-0.7%	-$24.3K	1.35%	30
2025 Q2	$3.33M	Buy	131,021 +7,031	+6%	+$177K	1.4%	29
2025 Q1	$3.13M	Buy	123,990 +2,269	+2%	+$56.9K	1.46%	30
2024 Q4	$3.03M	Buy	121,721 +2,477	+2%	+$62.2K	1.42%	32
2024 Q3	$3.04M	Buy	119,244 +1,093	+0.9%	+$27.6K	1.41%	30
2024 Q2	$2.93M	Sell	118,151 -995	-0.8%	-$24.5K	1.44%	29
2024 Q1	$2.97M	Buy	119,146 +17,082	+17%	+$425K	1.49%	29
2023 Q4	$2.56M	Buy	+102,064	New	+$2.48M	1.38%	29

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Evergreen Private Wealth increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.9% in Q2 2026, buying an estimated $211K and bringing the position to 149,858 shares worth $3.78M. The position accounts for 1.4% of the portfolio, ranked #32.

Evergreen Private Wealth first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Evergreen Private Wealth held 149,858 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.78M as of Q2 2026.
Evergreen Private Wealth bought 8,375 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $211K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.4% of Evergreen Private Wealth's portfolio in Q2 2026, its #32 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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