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Ishares Tr ibonds dec 26 shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 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 26 by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 18k 25.51
2023-09-30 $471k 19k 24.81
2023-06-30 $528k 21k 25.18
2023-03-31 $510k 20k 25.53

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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Wilbanks Smith & Thomas Asset Management
Us Bancorp
Kathmere Capital Management
Wells Fargo & Company
UBS Group
Crumly & Associates
Ashton Thomas Private Wealth
HighTower Advisors
Raymond James Financial Services Advisors
Praetorian Wealth Management
Hills Bank And Trust Company
Leavell Investment Management
Goldman Sachs Group

View all funds holding Ishares Tr ibonds dec 26