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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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