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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.5M Buy
2025
Q1
$3.01M Sell
2024
Q4
$3.01M Buy
2024
Q3
$2.57M Buy
2024
Q2
$946K Sell
2024
Q1
$963K Sell
2023
Q4
$969K Buy
2023
Q3
$317K Sell
2023
Q2
$323K Sell
2023
Q1
$2.45M Buy