EWS
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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
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

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return