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Ishares Tr ibds dec28 etf shares owned by Evergreen Wealth Solutions

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

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

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All positions including Ishares Tr ibds dec28 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 ibds dec28 etf by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 67k 24.90
2023-12-31 $1.6M 64k 25.09
2023-09-30 $1.3M 54k 24.03
2023-06-30 $1.2M 49k 24.50
2023-03-31 $1.2M 47k 24.94

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Ishares Tr Core Us Aggbd Et (AGG)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Verizon Communications (VZ)
Ishares Tr National Mun Etf (MUB)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Morgan Stanley
Capital Advisors
Capital Investment Advisors
Aptus Capital Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
UBS Group
Woodmont Investment Counsel
LPL Financial
Klingman & Associates
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Ameriprise Financial

View all funds holding Ishares Tr ibds dec28 etf