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Ishares Tr ibonds dec shares owned by Evergreen Wealth Solutions

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

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

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All positions including Ishares Tr ibonds dec 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 by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $512k 20k 26.10
2024-06-30 $576k 22k 26.05
2024-03-31 $506k 20k 25.95
2023-12-31 $500k 19k 25.93
2023-09-30 $474k 19k 25.69
2023-06-30 $535k 21k 25.76
2023-03-31 $512k 20k 25.88