Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Evergreen Wealth Solutions, LLC

$170 Million
Q3 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 49,255 shares of IBDQ stock, worth $1.24 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

49,255

Previous 49,603 0.7%

Holding current value

$1.24 Million

Previous $1.25 Million 0.72%

% of portfolio

0.73%

Previous 0.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$25.09 - $25.19 $8,731 - $8,766	-348 Reduced 0.7%	49,255 $1.24 Million
Q2 2025 Aug 14, 2025	BUY	$25.04 - $25.18 $40,364 - $40,590	1,612 Added 3.36%	49,603 $1.25 Million
Q1 2025 May 14, 2025	BUY	$25.05 - $25.16 $47,018 - $47,225	1,877 Added 4.07%	47,991 $1.21 Million
Q4 2024 Feb 14, 2025	BUY	$25.0 - $25.11 $638,125 - $640,932	25,525 Added 123.97%	46,114 $1.16 Million
Q3 2024 Nov 14, 2024	BUY	$24.78 - $25.11 $149,026 - $151,011	6,014 Added 41.26%	20,589 $516,000

Q2 2024 Aug 14, 2024	BUY	$24.69 - $24.86 $112,956 - $113,734	4,575 Added 45.75%	14,575 $362,000
Q1 2024 May 15, 2024	BUY	$24.7 - $24.84 $247,000 - $248,400	10,000 New	10,000 $248,000

Others Institutions Holding IBDQ

# of Institutions

421

Shares Held

85.1M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History