EP Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
621,930
+475,296
| +324% | +$11.5M | 0.1% | 145 |
|
|
2025
Q1 | $3.55M | Sell |
146,634
-2,165
| -1% | -$52.4K | 0.03% | 266 |
|
|
2024
Q4 | $3.58M | Buy |
148,799
+23,331
| +19% | +$562K | 0.03% | 262 |
|
|
2024
Q3 | $3.05M | Sell |
125,468
-89
| -0.1% | -$2.16K | 0.03% | 283 |
|
|
2024
Q2 | $2.99M | Sell |
125,557
-1,195
| -0.9% | -$28.5K | 0.03% | 233 |
|
|
2024
Q1 | $3.02M | Buy |
126,752
+5,503
| +5% | +$131K | 0.04% | 222 |
|
|
2023
Q4 | $2.9M | Buy |
121,249
+20,746
| +21% | +$496K | 0.04% | 215 |
|
|
2023
Q3 | $2.35M | Buy |
100,503
+99,588
| +10,884% | +$2.32M | 0.04% | 223 |
|
|
2023
Q2 | $2.37M | Sell |
915
-182,987
| -100% | -$475M | 0.03% | 220 |
|
|
2023
Q1 | $4.51M | Buy |
+183,902
| New | +$4.51M | 0.08% | 146 |
|