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Ishares Tr ibds dec28 etf shares owned by Evergreen Private Wealth

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Evergreen Private Wealth from 13F filings

Historical chart of Evergreen Private Wealth investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibds dec28 etf by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 119k 24.90
2023-12-31 $2.6M 102k 25.09

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Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
Royal Bank of Canada
Woodmont Investment Counsel
Mercer Global Advisors
UBS Group
Klingman & Associates
Raymond James Financial Services Advisors
Sigma Investment Counselors
Advisors Capital Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf