Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 17,244 shares of IBDU stock, worth $402,819. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,244
Previous 17,245 0.01%
Holding current value
$402,819
Previous $402,000 0.5%
% of portfolio
0.24%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$23.13 - $23.54 $23 - $23
-1 Reduced 0.01%
17,244 $404,000
Q2 2025

Aug 14, 2025
SELL
$22.7 - $23.33 $30,418 - $31,262
-1,340 Reduced 7.21%
17,245 $402,000
Q4 2024

Feb 14, 2025
BUY
$22.71 - $23.47 $125,200 - $129,390
5,513 Added 42.17%
18,585 $423,000
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $45,425 - $47,564
2,018 Added 18.26%
13,072 $307,000
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $38,740 - $39,574
1,738 Added 18.66%
11,054 $250,000
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $210,634 - $215,199
9,316 New
9,316 $212,000

Others Institutions Holding IBDU

# of Institutions
347
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email