Evergreen Wealth Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39M	Sell	174,257 -3,650	-2%	-$92.2K	0.23%	77
2026 Q1	$4.51M	Buy	177,907 +100,887	+131%	+$2.57M	0.32%	61
2025 Q4	$1.96M	Sell	77,020 -77	-0.1%	-$1.96K	0.27%	51
2025 Q3	$1.97M	Buy	77,097 +424	+0.6%	+$10.8K	1.11%	16
2025 Q2	$1.95M	Sell	76,673 -5,429	-7%	-$137K	1.17%	15
2025 Q1	$2.07M	Sell	82,102 -10,198	-11%	-$256K	1.4%	10
2024 Q4	$2.3M	Buy	92,300 +3,822	+4%	+$96K	1.6%	9
2024 Q3	$2.26M	Buy	88,478 +4,915	+6%	+$124K	1.53%	8
2024 Q2	$2.07M	Buy	83,563 +16,168	+24%	+$399K	1.47%	8
2024 Q1	$1.68M	Buy	67,395 +3,593	+6%	+$89.4K	1.24%	13
2023 Q4	$1.6M	Buy	63,802 +9,510	+18%	+$231K	1.37%	15
2023 Q3	$1.3M	Buy	54,292 +5,420	+11%	+$132K	1.32%	23
2023 Q2	$1.2M	Buy	48,872 +1,726	+4%	+$42.7K	1.21%	24
2023 Q1	$1.18M	Buy	+47,146	New	+$1.16M	1.36%	25

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Evergreen Wealth Solutions reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.1% in Q2 2026, selling an estimated $92.2K and leaving 174,257 shares worth $4.39M. The position accounts for 0.23% of the portfolio, ranked #77.

Evergreen Wealth Solutions first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.51M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Evergreen Wealth Solutions held 174,257 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.39M as of Q2 2026.
Evergreen Wealth Solutions sold 3,650 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $92.2K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.23% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #77 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Evergreen Wealth Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.51M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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