EWA
IBDL

EP Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

EP Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$8.22M Sell
2020
Q1 		$8.57M Buy
2019
Q4 		$7.48M Buy