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Ishares Tr ibonds dec 29 shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 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 dec 29 by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 13k 23.51
2024-06-30 $251k 11k 22.67
2024-03-31 $213k 9.3k 22.82

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 (IBDP)
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 dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29