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
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