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
2026 Q1	$2.65M	Buy	126,491 +111,541	+746%	+$2.36M	0.19%	96
2025 Q4	$316K	Hold	14,950	–	–	0.04%	163
2025 Q3	$317K	Hold	14,950	–	–	0.18%	89
2025 Q2	$315K	Sell	14,950 -3,025	-17%	-$62.5K	0.19%	86
2025 Q1	$373K	Hold	17,975	–	–	0.25%	74
2024 Q4	$366K	Buy	17,975 +6,860	+62%	+$142K	0.26%	66
2024 Q3	$236K	Buy	11,115 +65	+0.6%	+$1.35K	0.16%	97
2024 Q2	$224K	Buy	+11,050	New	+$223K	0.16%	103

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 746% in Q1 2026, buying an estimated $2.36M and bringing the position to 126,491 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #96.

Evergreen Wealth Solutions first reported a position in IBDW in Q2 2024 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Evergreen Wealth Solutions held 126,491 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.65M as of Q1 2026.
Evergreen Wealth Solutions bought 111,541 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $2.36M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.19% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #96 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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