Evergreen Wealth Solutions’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell
2025 Q1	$373K	Hold
2024 Q4	$366K	Buy
2024 Q3	$236K	Buy
2024 Q2	$224K	Buy