EWA
IBDS icon

EP Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

EP Wealth Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
624,892
+113,546
+22% +$2.75M 0.06% 214
2026
Q1 		$12.4M Sell
511,346
-4,852
-0.9% -$118K 0.06% 196
2025
Q4 		$12.5M Buy
+516,198
New +$12.5M 0.07% 174
2025
Q2 		$9.5M Buy
391,528
+267,046
+215% +$6.44M 0.06% 188
2025
Q1 		$3.01M Sell
124,482
-1,304
-1% -$31.4K 0.02% 298
2024
Q4 		$3.01M Buy
125,786
+20,315
+19% +$489K 0.02% 287
2024
Q3 		$2.57M Buy
105,471
+65,611
+165% +$1.58M 0.02% 313
2024
Q2 		$946K Sell
39,860
-616
-2% -$14.6K 0.01% 399
2024
Q1 		$963K Sell
40,476
-35
-0.1% -$833 0.01% 384
2023
Q4 		$969K Buy
40,511
+26,799
+195% +$625K 0.01% 369
2023
Q3 		$317K Sell
13,712
-56,106
-80% -$1.31M ﹤0.01% 550
2023
Q2 		$323K Sell
69,818
-33,477
-32% -$792K ﹤0.01% 549
2023
Q1 		$2.45M Buy
+103,295
New +$2.44M 0.04% 214

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 22% in Q2 2026, buying an estimated $2.75M and bringing the position to 624,892 shares worth $15.1M. The position accounts for 0.06% of the portfolio, ranked #214.

EP Wealth Advisors first reported a position in IBDS in Q1 2023 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • EP Wealth Advisors held 624,892 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $15.1M as of Q2 2026.
  • EP Wealth Advisors bought 113,546 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.75M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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