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Ishares Tr ibnd dec25 etf shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf 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 ibnd dec25 etf by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $517k 21k 25.10
2024-06-30 $362k 15k 24.86
2024-03-31 $248k 10k 24.81

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)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec 2030 (IBDV)
Alphabet Cap Stk Cl A (GOOGL)
Verizon Communications (VZ)
Ciena Corp Com New (CIEN)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf