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
2026 Q2	$2.52M	Buy	+109,229	New	+$2.53M	0.13%	117
2026 Q1	–	Sell	-17,244	Closed	-$404K	–	410
2025 Q4	$404K	Hold	17,244	–	–	0.06%	135
2025 Q3	$405K	Sell	17,244 -1	-0%	-$23	0.23%	73
2025 Q2	$402K	Sell	17,245 -1,340	-7%	-$30.9K	0.24%	74
2025 Q1	$430K	Hold	18,585	–	–	0.29%	63
2024 Q4	$424K	Buy	18,585 +5,513	+42%	+$127K	0.3%	60
2024 Q3	$307K	Buy	13,072 +2,018	+18%	+$46.8K	0.21%	84
2024 Q2	$251K	Buy	11,054 +1,738	+19%	+$39.2K	0.18%	98
2024 Q1	$213K	Buy	+9,316	New	+$213K	0.16%	110

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Evergreen Wealth Solutions opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 109,229 shares worth $2.52M. The stake represents 0.13% of the portfolio and ranks #117 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in IBDU as recently as Q4 2025.

Evergreen Wealth Solutions first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Evergreen Wealth Solutions held 109,229 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.52M as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Evergreen Wealth Solutions position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.13% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #117 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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