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
2025 Q2	$1.93M	Sell
2025 Q1	$2.03M	Sell
2024 Q4	$2.23M	Buy
2024 Q3	$2.23M	Buy
2024 Q2	$2.02M	Buy
2024 Q1	$1.62M	Buy
2023 Q4	$1.55M	Buy
2023 Q3	$1.27M	Buy
2023 Q2	$1.19M	Buy
2023 Q1	$1.17M	Buy