EWA
IBDQ

EP Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

EP Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.52M Buy
378,089
+181,210
+92% +$4.55M 0.06% 187
2025
Q1 		$4.95M Sell
196,879
-13,891
-7% -$349K 0.04% 223
2024
Q4 		$5.28M Buy
210,770
+16,424
+8% +$411K 0.04% 210
2024
Q3 		$4.88M Buy
194,346
+2,136
+1% +$53.3K 0.04% 225
2024
Q2 		$4.78M Sell
192,210
-749
-0.4% -$18.6K 0.05% 187
2024
Q1 		$4.79M Sell
192,959
-2,240
-1% -$55.5K 0.06% 174
2023
Q4 		$4.83M Buy
195,199
+15,881
+9% +$389K 0.06% 165
2023
Q3 		$4.37M Buy
179,318
+177,332
+8,929% +$4.33M 0.07% 161
2023
Q2 		$4.38M Sell
1,986
-274,697
-99% -$6.73M 0.06% 163
2023
Q1 		$6.8M Buy
+276,683
New +$6.76M 0.12% 115
2021
Q3 		– Sell
-17,118
Closed -$462K – 546
2021
Q2 		$462K Hold
17,118
– – 0.01% 351
2021
Q1 		$459K Hold
17,118
– – 0.01% 343
2020
Q4 		$469K Buy
+17,118
New +$466K 0.02% 277
2020
Q2 		– Sell
-19,306
Closed -$507K – 252
2020
Q1 		$482K Buy
19,306
+2,188
+13% +$56.4K 0.02% 260
2019
Q4 		$444K Buy
+17,118
New +$443K 0.02% 286

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

EP Wealth Advisors's IBDQ Position: Q2 2025 in Review

EP Wealth Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 92% in Q2 2025, buying an estimated $4.55M and bringing the position to 378,089 shares worth $9.52M. The position accounts for 0.06% of the portfolio, ranked #187.

EP Wealth Advisors first reported a position in IBDQ in Q4 2019 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

  • EP Wealth Advisors held 378,089 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $9.52M as of Q2 2025.
  • EP Wealth Advisors bought 181,210 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $4.55M.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2025, its #187 holding.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and has held it in 15 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.