EWP
IBDU icon

Evergreen Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Evergreen Wealth Partners’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,954
Closed -$255K – 93
2026
Q1 		$255K Sell
10,954
-58
-0.5% -$1.36K 0.19% 67
2025
Q4 		$258K Buy
+11,012
New +$258K 0.22% 64

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Evergreen Wealth Partners sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 10,954 shares — an estimated $255K sold.

Evergreen Wealth Partners first reported a position in IBDU in Q4 2025 and held it in 2 quarters. The position peaked at $258K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Evergreen Wealth Partners reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Partners sold 10,954 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $255K.
  • Evergreen Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Evergreen Wealth Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $258K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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