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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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