EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
15,498
-2,460
| -14% | -$59.7K | 0.23% | 79 |
|
|
2025
Q1 | $434K | Buy |
17,958
+5,000
| +39% | +$121K | 0.29% | 62 |
|
|
2024
Q4 | $310K | Buy |
12,958
+1,466
| +13% | +$35.1K | 0.22% | 79 |
|
|
2024
Q3 | $280K | Buy |
11,492
+56
| +0.5% | +$1.37K | 0.19% | 87 |
|
|
2024
Q2 | $271K | Buy |
11,436
+1,657
| +17% | +$39.3K | 0.19% | 94 |
|
|
2024
Q1 | $233K | Buy |
+9,779
| New | +$233K | 0.17% | 106 |
|