EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
17,245
-1,340
| -7% | -$31.3K | 0.24% | 74 |
|
|
2025
Q1 | $430K | Hold |
18,585
| – | – | 0.29% | 63 |
|
|
2024
Q4 | $424K | Buy |
18,585
+5,513
| +42% | +$126K | 0.3% | 60 |
|
|
2024
Q3 | $307K | Buy |
13,072
+2,018
| +18% | +$47.4K | 0.21% | 84 |
|
|
2024
Q2 | $251K | Buy |
11,054
+1,738
| +19% | +$39.4K | 0.18% | 98 |
|
|
2024
Q1 | $213K | Buy |
+9,316
| New | +$213K | 0.16% | 110 |
|