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Ishares Tr ibonds dec shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 19k 25.93
2023-09-30 $474k 19k 25.69
2023-06-30 $535k 21k 25.76
2023-03-31 $512k 20k 25.88

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Mercer Global Advisors
Kathmere Capital Management
HighTower Advisors
Us Bancorp
UBS Group
LPL Financial
Bank Of Montreal
Glenview Trust
Wells Fargo & Company
Colony
Stifel Financial
Envestnet Asset Management
Regions Bank
Leavell Investment Management

View all funds holding Ishares Tr ibonds dec