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
2025 Q2	$376K	Sell
2025 Q1	$434K	Buy
2024 Q4	$310K	Buy
2024 Q3	$280K	Buy
2024 Q2	$271K	Buy
2024 Q1	$233K	Buy