EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
81,086
-5,405
| -6% | -$131K | 1.18% | 14 |
|
|
2025
Q1 | $2.09M | Sell |
86,491
-10,874
| -11% | -$263K | 1.41% | 9 |
|
|
2024
Q4 | $2.34M | Buy |
97,365
+4,023
| +4% | +$96.8K | 1.63% | 8 |
|
|
2024
Q3 | $2.27M | Buy |
93,342
+7,945
| +9% | +$193K | 1.54% | 7 |
|
|
2024
Q2 | $2.03M | Buy |
85,397
+16,291
| +24% | +$388K | 1.44% | 9 |
|
|
2024
Q1 | $1.65M | Buy |
69,106
+4,584
| +7% | +$109K | 1.22% | 14 |
|
|
2023
Q4 | $1.54M | Buy |
64,522
+7,519
| +13% | +$180K | 1.32% | 19 |
|
|
2023
Q3 | $1.33M | Buy |
57,003
+5,608
| +11% | +$131K | 1.34% | 21 |
|
|
2023
Q2 | $1.21M | Buy |
51,395
+1,846
| +4% | +$43.3K | 1.22% | 23 |
|
|
2023
Q1 | $1.18M | Buy |
+49,549
| New | +$1.18M | 1.36% | 24 |
|