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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
Q2 		$3.66M Buy
142,119
+6,820
+5% +$176K 1.35% 37
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Evergreen Private Wealth increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5% in Q2 2026, buying an estimated $176K and bringing the position to 142,119 shares worth $3.66M. The position accounts for 1.35% of the portfolio, ranked #37.

Evergreen Private Wealth first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Evergreen Private Wealth held 142,119 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.66M as of Q2 2026.
  • Evergreen Private Wealth bought 6,820 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $176K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.35% of Evergreen Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Evergreen Private Wealth first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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