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 Q2	$2.95M	Buy	136,150 +14,934	+12%	+$326K	0.15%	104
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 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q2 2026, buying an estimated $326K and bringing the position to 136,150 shares worth $2.95M. The position accounts for 0.15% of the portfolio, ranked #104.

Evergreen Wealth Solutions first reported a position in IBDV in Q1 2023 and has held it in 14 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Evergreen Wealth Solutions held 136,150 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.95M as of Q2 2026.
Evergreen Wealth Solutions bought 14,934 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $326K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.15% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #104 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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