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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,275
Closed -$237K – 119
2025
Q1 		$237K Buy
+9,275
New +$237K 0.16% 96