EP Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
219,609
+54,572
| +33% | +$1.39M | 0.04% | 248 |
|
|
2025
Q1 | $4.17M | Sell |
165,037
-5,393
| -3% | -$136K | 0.03% | 243 |
|
|
2024
Q4 | $4.24M | Buy |
170,430
+15,247
| +10% | +$380K | 0.03% | 237 |
|
|
2024
Q3 | $3.96M | Buy |
155,183
+604
| +0.4% | +$15.4K | 0.03% | 249 |
|
|
2024
Q2 | $3.83M | Sell |
154,579
-484
| -0.3% | -$12K | 0.04% | 204 |
|
|
2024
Q1 | $3.86M | Buy |
155,063
+7,925
| +5% | +$197K | 0.05% | 196 |
|
|
2023
Q4 | $3.69M | Buy |
147,138
+10,690
| +8% | +$268K | 0.05% | 196 |
|
|
2023
Q3 | $3.28M | Buy |
136,448
+60,245
| +79% | +$1.45M | 0.05% | 190 |
|
|
2023
Q2 | $3.35M | Buy |
76,203
+60,348
| +381% | +$2.65M | 0.05% | 191 |
|
|
2023
Q1 | $378K | Buy |
+15,855
| New | +$378K | 0.01% | 446 |
|