EWS
IBDQ

Evergreen Wealth Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,255
Closed -$1.24M – 226
2025
Q3 		$1.24M Sell
49,255
-348
-0.7% -$8.75K 0.7% 27
2025
Q2 		$1.25M Buy
49,603
+1,612
+3% +$40.5K 0.75% 32
2025
Q1 		$1.21M Buy
47,991
+1,877
+4% +$47.1K 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% +$150K 0.35% 53
2024
Q2 		$362K Buy
14,575
+4,575
+46% +$113K 0.26% 77
2024
Q1 		$248K Buy
+10,000
New +$248K 0.18% 103

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evergreen Wealth Solutions's IBDQ Position: Q4 2025 in Review

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 49,255 shares — an estimated $1.24M sold.

Evergreen Wealth Solutions first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $1.25M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 49,255 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.24M.
  • Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Evergreen Wealth Solutions's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.25M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2025, filed 18 Feb 2026.