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Ishares Tr ibonds dec2026 shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Evergreen Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $316k 13k 24.23

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding Ishares Tr ibonds dec2026

Hm Payson & Co
Mercer Global Advisors
LPL Financial
Lido Advisors
Raymond James Financial
Captrust Financial Advisors
Sound View Wealth Advisors Group
Sarver Vrooman Wealth Advisors
Royal Bank of Canada
Ameriprise Financial
Gratus Wealth Advisors
Commonwealth Equity Services
HighTower Advisors
Pamela Horwath
RVW Wealth

View all funds holding Ishares Tr ibonds dec2026