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Evergreen Wealth Solutions’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,275
Closed -$237K – 119
2025
Q1 		$237K Buy
+9,275
New +$235K 0.16% 96

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Evergreen Wealth Solutions's IBDY Position: Q2 2025 in Review

Evergreen Wealth Solutions sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2025, closing a stake of 9,275 shares — an estimated $237K sold.

Evergreen Wealth Solutions first reported a position in IBDY in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 120 funds tracked by Wall St. Rank hold IBDY as of Q2 2025.

  • Evergreen Wealth Solutions reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 9,275 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2025, an estimated $237K.
  • Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Evergreen Wealth Solutions's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $237K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.