Evergreen Private Wealth’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.5M	Buy	135,299 +1,928	+1%	+$50.3K	1.41%	36
2025 Q4	$3.49M	Buy	133,371 +7,612	+6%	+$200K	1.37%	35
2025 Q3	$3.3M	Sell	125,759 -1,307	-1%	-$33.9K	1.34%	32
2025 Q2	$3.29M	Buy	127,066 +8,251	+7%	+$209K	1.38%	33
2025 Q1	$3.04M	Buy	118,815 +1,865	+2%	+$47.2K	1.42%	34
2024 Q4	$2.94M	Buy	116,950 +2,508	+2%	+$64.2K	1.38%	35
2024 Q3	$3.02M	Buy	114,442 +1,213	+1%	+$31.4K	1.4%	33
2024 Q2	$2.85M	Sell	113,229 -892	-0.8%	-$22.3K	1.41%	33
2024 Q1	$2.91M	Buy	+114,121	New	+$2.9M	1.46%	32

Other funds holding IBDY

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Bank of America

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

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return