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
2025 Q2	$1.95M	Sell
2025 Q1	$2.07M	Sell
2024 Q4	$2.3M	Buy
2024 Q3	$2.26M	Buy
2024 Q2	$2.07M	Buy
2024 Q1	$1.68M	Buy
2023 Q4	$1.6M	Buy
2023 Q3	$1.3M	Buy
2023 Q2	$1.2M	Buy
2023 Q1	$1.18M	Buy