Evergreen Wealth Solutions »

Ishares Tr ibonds dec2026 shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 65k 23.90
2023-09-30 $1.3M 57k 23.33
2023-06-30 $1.2M 51k 23.47
2023-03-31 $1.2M 50k 23.73

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 dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026