Evergreen Wealth Solutions’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Sell	9,500 -117,010	-92%	-$2.54M	0.01%	497
2026 Q1	$2.93M	Buy	126,510 +117,010	+1,232%	+$2.57M	0.21%	87
2025 Q4	$208K	Hold	9,500	–	–	0.03%	209
2025 Q3	$209K	Hold	9,500	–	–	0.12%	117
2025 Q2	$208K	Hold	9,500	–	–	0.13%	109
2025 Q1	$207K	Buy	+9,500	New	+$204K	0.14%	103

Other funds holding IBTJ

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 92% in Q2 2026, selling an estimated $2.54M and leaving 9,500 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #497.

Evergreen Wealth Solutions first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.93M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Evergreen Wealth Solutions held 9,500 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $205K as of Q2 2026.
Evergreen Wealth Solutions sold 117,010 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $2.54M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #497 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Evergreen Wealth Solutions's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.93M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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