EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
76,673
-5,429
| -7% | -$138K | 1.17% | 15 |
|
|
2025
Q1 | $2.07M | Sell |
82,102
-10,198
| -11% | -$258K | 1.4% | 10 |
|
|
2024
Q4 | $2.3M | Buy |
92,300
+3,822
| +4% | +$95.2K | 1.6% | 9 |
|
|
2024
Q3 | $2.26M | Buy |
88,478
+4,915
| +6% | +$125K | 1.53% | 8 |
|
|
2024
Q2 | $2.07M | Buy |
83,563
+16,168
| +24% | +$400K | 1.47% | 8 |
|
|
2024
Q1 | $1.68M | Buy |
67,395
+3,593
| +6% | +$89.5K | 1.24% | 13 |
|
|
2023
Q4 | $1.6M | Buy |
63,802
+9,510
| +18% | +$239K | 1.37% | 15 |
|
|
2023
Q3 | $1.3M | Buy |
54,292
+5,420
| +11% | +$130K | 1.32% | 23 |
|
|
2023
Q2 | $1.2M | Buy |
48,872
+1,726
| +4% | +$42.3K | 1.21% | 24 |
|
|
2023
Q1 | $1.18M | Buy |
+47,146
| New | +$1.18M | 1.36% | 25 |
|