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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

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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
2025-09-30 $377k 16k 24.34
2025-06-30 $376k 16k 24.27
2025-03-31 $434k 18k 24.18
2024-12-31 $311k 13k 23.96
2024-09-30 $280k 12k 24.37
2024-06-30 $271k 11k 23.73
2024-03-31 $233k 9.8k 23.80