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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-324,680
Closed -$8.22M – 393
2020
Q2 		$8.22M Sell
324,680
-15,242
-4% -$386K 0.35% 55
2020
Q1 		$8.57M Buy
339,922
+44,411
+15% +$1.12M 0.42% 48
2019
Q4 		$7.48M Buy
+295,511
New +$7.48M 0.31% 59