Evergreen Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Sell	13,123 -45	-0.3%	-$1.09K	0.24%	55
2025 Q4	$320K	Buy	+13,168	New	+$320K	0.27%	53

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Evergreen Wealth Partners's IBDS Position: Q1 2026 in Review

Evergreen Wealth Partners reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.34% in Q1 2026, selling an estimated $1.09K and leaving 13,123 shares worth $318K. The position accounts for 0.24% of the portfolio, ranked #55.

Evergreen Wealth Partners first reported a position in IBDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Evergreen Wealth Partners held 13,123 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $318K as of Q1 2026.
Evergreen Wealth Partners sold 45 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.09K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.24% of Evergreen Wealth Partners's portfolio in Q1 2026, its #55 holding.
Evergreen Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
Evergreen Wealth Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $320K in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.