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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	591,531 +123,905	+26%	+$3M	0.05%	226
2026 Q1	$11.3M	Sell	467,626 -16,709	-3%	-$405K	0.06%	203
2025 Q4	$11.7M	Buy	+484,335	New	+$11.7M	0.06%	181
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%	-$52.2K	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%	-$2.14K	0.03%	283
2024 Q2	$2.99M	Sell	125,557 -1,195	-0.9%	-$28.4K	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%	+$487K	0.04%	215
2023 Q3	$2.35M	Buy	100,503 +99,588	+10,884%	+$2.33M	0.04%	223
2023 Q2	$2.37M	Sell	915 -182,987	-100%	-$4.32M	0.03%	220
2023 Q1	$4.51M	Buy	+183,902	New	+$4.33M	0.08%	146

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

EP Wealth Advisors's IBDR Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 26% in Q2 2026, buying an estimated $3M and bringing the position to 591,531 shares worth $14.3M. The position accounts for 0.05% of the portfolio, ranked #226.

EP Wealth Advisors first reported a position in IBDR in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.1M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

EP Wealth Advisors held 591,531 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $14.3M as of Q2 2026.
EP Wealth Advisors bought 123,905 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #226 holding.
EP Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $15.1M in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.