Evergreen Private Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,661	Closed	-$62.5K	–	140
2025 Q3	$62.5K	Hold	2,661	–	–	0.03%	106
2025 Q2	$62.1K	Hold	2,661	–	–	0.03%	108
2025 Q1	$61.6K	Hold	2,661	–	–	0.03%	110
2024 Q4	$60.7K	Hold	2,661	–	–	0.03%	113
2024 Q3	$62.6K	Hold	2,661	–	–	0.03%	111
2024 Q2	$60.3K	Hold	2,661	–	–	0.03%	111
2024 Q1	$60.7K	Hold	2,661	–	–	0.03%	111
2023 Q4	$61.4K	Buy	+2,661	New	+$59K	0.03%	104

Other funds holding IBDU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

CAI

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evergreen Private Wealth's IBDU Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 2,661 shares — an estimated $62.5K sold.

Evergreen Private Wealth first reported a position in IBDU in Q4 2023 and held it in 8 quarters. The position peaked at $62.6K in Q3 2024. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 2,661 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $62.5K.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $62.6K in Q3 2024.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.