Evergreen Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Evergreen Wealth Partners’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,007	Closed	-$315K	–	90
2026 Q1	$315K	Sell	13,007 -49	-0.4%	-$1.19K	0.24%	57
2025 Q4	$316K	Buy	+13,056	New	+$317K	0.27%	54

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Evergreen Wealth Partners's IBDR Position: Q2 2026 in Review

Evergreen Wealth Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 13,007 shares — an estimated $315K sold.

Evergreen Wealth Partners first reported a position in IBDR in Q4 2025 and held it in 2 quarters. The position peaked at $316K in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Evergreen Wealth Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Evergreen Wealth Partners sold 13,007 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $315K.
Evergreen Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
Evergreen Wealth Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $316K in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.