Evergreen Wealth Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Buy	98,441 +8,287	+9%	+$201K	0.17%	101
2025 Q4	$2.18M	Buy	90,154 +8,733	+11%	+$212K	0.3%	46
2025 Q3	$1.98M	Buy	81,421 +335	+0.4%	+$8.11K	1.12%	15
2025 Q2	$1.97M	Sell	81,086 -5,405	-6%	-$131K	1.18%	14
2025 Q1	$2.09M	Sell	86,491 -10,874	-11%	-$262K	1.41%	9
2024 Q4	$2.34M	Buy	97,365 +4,023	+4%	+$97K	1.63%	8
2024 Q3	$2.27M	Buy	93,342 +7,945	+9%	+$191K	1.54%	7
2024 Q2	$2.03M	Buy	85,397 +16,291	+24%	+$387K	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%	+$177K	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%	+$43.6K	1.22%	23
2023 Q1	$1.18M	Buy	+49,549	New	+$1.17M	1.36%	24

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Evergreen Wealth Solutions's IBDR Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.2% in Q1 2026, buying an estimated $201K and bringing the position to 98,441 shares worth $2.39M. The position accounts for 0.17% of the portfolio, ranked #101.

Evergreen Wealth Solutions first reported a position in IBDR in Q1 2023 and has held it in 13 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Evergreen Wealth Solutions held 98,441 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.39M as of Q1 2026.
Evergreen Wealth Solutions bought 8,287 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $201K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.17% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #101 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.