EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
87,937
-5,334
| -6% | -$117K | 1.16% | 16 |
|
|
2025
Q1 | $2.03M | Sell |
93,271
-11,090
| -11% | -$241K | 1.37% | 12 |
|
|
2024
Q4 | $2.23M | Buy |
104,361
+3,948
| +4% | +$84.3K | 1.55% | 10 |
|
|
2024
Q3 | $2.23M | Buy |
100,413
+5,620
| +6% | +$125K | 1.51% | 10 |
|
|
2024
Q2 | $2.02M | Buy |
94,793
+18,999
| +25% | +$404K | 1.43% | 10 |
|
|
2024
Q1 | $1.62M | Buy |
75,794
+4,164
| +6% | +$89.1K | 1.2% | 15 |
|
|
2023
Q4 | $1.55M | Buy |
71,630
+9,483
| +15% | +$205K | 1.32% | 18 |
|
|
2023
Q3 | $1.27M | Buy |
62,147
+5,850
| +10% | +$119K | 1.28% | 25 |
|
|
2023
Q2 | $1.19M | Buy |
56,297
+2,065
| +4% | +$43.8K | 1.2% | 25 |
|
|
2023
Q1 | $1.17M | Buy |
+54,232
| New | +$1.17M | 1.35% | 28 |
|