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 Q2	$2.59M	Sell	125,217 -1,274	-1%	-$26.6K	0.14%	115
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 $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

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

Evergreen Wealth Solutions's IBDW Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1% in Q2 2026, selling an estimated $26.6K and leaving 125,217 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #115.

Evergreen Wealth Solutions first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Evergreen Wealth Solutions held 125,217 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.59M as of Q2 2026.
Evergreen Wealth Solutions sold 1,274 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $26.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.14% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #115 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Evergreen Wealth Solutions's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.65M in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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