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Ishares Tr ibonds etf shares owned by Evergreen Wealth Solutions

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

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 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 ibonds etf by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 12k 24.37
2024-06-30 $271k 11k 23.73
2024-03-31 $233k 9.8k 23.80

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
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 ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Aptus Capital Advisors
UBS Group
Capital Investment Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Lido Advisors
Woodmont Investment Counsel

View all funds holding Ishares Tr ibonds etf