EP Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.1M	Buy
2025 Q1	$3.55M	Sell
2024 Q4	$3.58M	Buy
2024 Q3	$3.05M	Sell
2024 Q2	$2.99M	Sell
2024 Q1	$3.02M	Buy
2023 Q4	$2.9M	Buy
2023 Q3	$2.35M	Buy
2023 Q2	$2.37M	Sell
2023 Q1	$4.51M	Buy