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Evergreen Wealth Solutions’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
121,216
+32,297
+36% +$712K 0.19% 95
2025
Q4 		$1.96M Buy
88,919
+253
+0.3% +$5.59K 0.27% 50
2025
Q3 		$1.96M Buy
88,666
+729
+0.8% +$16K 1.11% 17
2025
Q2 		$1.93M Sell
87,937
-5,334
-6% -$116K 1.16% 16
2025
Q1 		$2.03M Sell
93,271
-11,090
-11% -$238K 1.37% 12
2024
Q4 		$2.23M Buy
104,361
+3,948
+4% +$85.4K 1.55% 10
2024
Q3 		$2.23M Buy
100,413
+5,620
+6% +$123K 1.51% 10
2024
Q2 		$2.02M Buy
94,793
+18,999
+25% +$401K 1.43% 10
2024
Q1 		$1.62M Buy
75,794
+4,164
+6% +$89K 1.2% 15
2023
Q4 		$1.55M Buy
71,630
+9,483
+15% +$196K 1.32% 18
2023
Q3 		$1.27M Buy
62,147
+5,850
+10% +$122K 1.28% 25
2023
Q2 		$1.19M Buy
56,297
+2,065
+4% +$44K 1.2% 25
2023
Q1 		$1.17M Buy
+54,232
New +$1.15M 1.35% 28

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 36% in Q1 2026, buying an estimated $712K and bringing the position to 121,216 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #95.

Evergreen Wealth Solutions first reported a position in IBDV in Q1 2023 and has held it in 13 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Evergreen Wealth Solutions held 121,216 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.65M as of Q1 2026.
  • Evergreen Wealth Solutions bought 32,297 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $712K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.19% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #95 holding.
  • Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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