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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evergreen Wealth Solutions's IBDU Position: Q1 2026 in Review

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 17,244 shares — an estimated $404K sold.

Evergreen Wealth Solutions first reported a position in IBDU in Q1 2024 and held it in 8 quarters. The position peaked at $430K in Q1 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Wealth Solutions sold 17,244 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $404K.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and held it in 8 quarters.
Evergreen Wealth Solutions's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $430K in Q1 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.