Evergreen Private Wealth’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66M	Buy	145,453 +7,589	+6%	+$191K	1.35%	35
2026 Q1	$3.48M	Buy	137,864 +1,712	+1%	+$43.7K	1.41%	37
2025 Q4	$3.48M	Buy	136,152 +6,508	+5%	+$167K	1.37%	36
2025 Q3	$3.32M	Sell	129,644 -1,038	-0.8%	-$26.3K	1.35%	29
2025 Q2	$3.3M	Buy	130,682 +8,696	+7%	+$216K	1.38%	32
2025 Q1	$3.05M	Buy	121,986 +2,215	+2%	+$54.8K	1.42%	33
2024 Q4	$2.94M	Buy	119,771 +2,705	+2%	+$67.7K	1.38%	34
2024 Q3	$3.01M	Buy	117,066 +1,335	+1%	+$33.7K	1.4%	34
2024 Q2	$2.84M	Sell	115,731 -1,015	-0.9%	-$24.8K	1.4%	34
2024 Q1	$2.9M	Buy	+116,746	New	+$2.89M	1.45%	33

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Evergreen Private Wealth increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.5% in Q2 2026, buying an estimated $191K and bringing the position to 145,453 shares worth $3.66M. The position accounts for 1.35% of the portfolio, ranked #35.

Evergreen Private Wealth first reported a position in IBDX in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Evergreen Private Wealth held 145,453 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.66M as of Q2 2026.
Evergreen Private Wealth bought 7,589 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $191K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.35% of Evergreen Private Wealth's portfolio in Q2 2026, its #35 holding.
Evergreen Private Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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