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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return