EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
49,603
+1,612
| +3% | +$40.6K | 0.75% | 32 |
|
|
2025
Q1 | $1.21M | Buy |
47,991
+1,877
| +4% | +$47.2K | 0.81% | 23 |
|
|
2024
Q4 | $1.16M | Buy |
46,114
+25,525
| +124% | +$639K | 0.81% | 24 |
|
|
2024
Q3 | $517K | Buy |
20,589
+6,014
| +41% | +$151K | 0.35% | 53 |
|
|
2024
Q2 | $362K | Buy |
14,575
+4,575
| +46% | +$114K | 0.26% | 77 |
|
|
2024
Q1 | $248K | Buy |
+10,000
| New | +$248K | 0.18% | 103 |
|