EP Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

EP Wealth Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$6.91M	Sell
2021 Q2	$6.94M	Sell
2021 Q1	$7.03M	Sell
2020 Q4	$7.07M	Buy
2020 Q3	–	Sell
2020 Q2	$7.36M	Sell
2020 Q1	$7.73M	Buy
2019 Q4	$6.91M	Buy