Evergreen Wealth Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Sell	100,127 -13,659	-12%	-$330K	0.13%	121
2026 Q1	$2.76M	Buy	113,786 +97,867	+615%	+$2.38M	0.2%	91
2025 Q4	$387K	Buy	15,919 +421	+3%	+$10.2K	0.05%	140
2025 Q3	$377K	Hold	15,498	–	–	0.21%	79
2025 Q2	$376K	Sell	15,498 -2,460	-14%	-$59.4K	0.23%	79
2025 Q1	$434K	Buy	17,958 +5,000	+39%	+$120K	0.29%	62
2024 Q4	$310K	Buy	12,958 +1,466	+13%	+$35.3K	0.22%	79
2024 Q3	$280K	Buy	11,492 +56	+0.5%	+$1.35K	0.19%	87
2024 Q2	$271K	Buy	11,436 +1,657	+17%	+$39.2K	0.19%	94
2024 Q1	$233K	Buy	+9,779	New	+$233K	0.17%	106

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Evergreen Wealth Solutions's IBDS Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, selling an estimated $330K and leaving 100,127 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #121.

Evergreen Wealth Solutions first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Evergreen Wealth Solutions held 100,127 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.42M as of Q2 2026.
Evergreen Wealth Solutions sold 13,659 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $330K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.13% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #121 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Evergreen Wealth Solutions's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.76M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.