EP Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

EP Wealth Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.58M	Buy
2025 Q1	$4.17M	Sell
2024 Q4	$4.24M	Buy
2024 Q3	$3.96M	Buy
2024 Q2	$3.83M	Sell
2024 Q1	$3.86M	Buy
2023 Q4	$3.69M	Buy
2023 Q3	$3.28M	Buy
2023 Q2	$3.35M	Buy
2023 Q1	$378K	Buy