EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
14,950
-3,025
| -17% | -$63.6K | 0.19% | 86 |
|
|
2025
Q1 | $373K | Hold |
17,975
| – | – | 0.25% | 74 |
|
|
2024
Q4 | $366K | Buy |
17,975
+6,860
| +62% | +$140K | 0.26% | 66 |
|
|
2024
Q3 | $236K | Buy |
11,115
+65
| +0.6% | +$1.38K | 0.16% | 97 |
|
|
2024
Q2 | $224K | Buy |
+11,050
| New | +$224K | 0.16% | 103 |
|