Evergreen Wealth Solutions, LLC IBDR Holdings History
Evergreen Wealth Solutions, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 86,491.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $2.09 Mil. This investment constitutes 1.41% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.06% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2023Q1. And since then Evergreen Wealth Solutions, LLC has made 8 purchases of IBDR, at an average price of $23.54, for a total of 97,365.00 shares. In addition, there have been 1 sales at an average price of $24.13 for 10,874.00 shares. Based on historical transaction data and IBDR's current price of $24.17, Evergreen Wealth Solutions, LLC's estimated gain on his IBDR holdings is $59,996.92, reflecting a 2.62% gain to date.
Evergreen Wealth Solutions, LLC IBDR ($24.17) Holding Chart
Evergreen Wealth Solutions, LLC IBDR ($24.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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