Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Evergreen Wealth Solutions, LLC

$170 Million
Q3 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 76,557 shares of IBDX stock, worth $1.95 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

76,557

Previous 75,833 0.95%

Holding current value

$1.95 Million

Previous $1.92 Million 2.3%

% of portfolio

1.15%

Previous 1.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.97 - $25.78 $18,078 - $18,664	724 Added 0.95%	76,557 $1.96 Million
Q2 2025 Aug 14, 2025	SELL	$24.31 - $25.29 $156,240 - $162,538	-6,427 Reduced 7.81%	75,833 $1.92 Million
Q1 2025 May 14, 2025	SELL	$24.21 - $25.09 $149,399 - $154,830	-6,171 Reduced 6.98%	82,260 $2.06 Million
Q4 2024 Feb 14, 2025	BUY	$24.5 - $25.72 $1.9 Million - $2 Million	77,597 Added 716.24%	88,431 $2.17 Million
Q3 2024 Nov 14, 2024	BUY	$24.34 - $25.83 $10,052 - $10,667	413 Added 3.96%	10,834 $278,000

Q2 2024 Aug 14, 2024	BUY	$24.0 - $24.77 $250,104 - $258,128	10,421 New	10,421 $255,000

Others Institutions Holding IBDX

# of Institutions

188

Shares Held

42.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History