Evergreen Wealth Solutions’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Sell
2025 Q1	$430K	Hold
2024 Q4	$424K	Buy
2024 Q3	$307K	Buy
2024 Q2	$251K	Buy
2024 Q1	$213K	Buy