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
2026 Q2	$8.69M	Buy	344,113 +123,797	+56%	+$3.13M	0.03%	294
2026 Q1	$5.58M	Sell	220,316 -2,429	-1%	-$61.8K	0.03%	292
2025 Q4	$5.67M	Buy	+222,745	New	+$5.67M	0.03%	257
2025 Q2	$5.58M	Buy	219,609 +54,572	+33%	+$1.38M	0.04%	248
2025 Q1	$4.17M	Sell	165,037 -5,393	-3%	-$135K	0.03%	243
2024 Q4	$4.24M	Buy	170,430 +15,247	+10%	+$383K	0.03%	237
2024 Q3	$3.96M	Buy	155,183 +604	+0.4%	+$15.2K	0.03%	249
2024 Q2	$3.83M	Sell	154,579 -484	-0.3%	-$11.9K	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%	+$260K	0.05%	196
2023 Q3	$3.28M	Buy	136,448 +60,245	+79%	+$1.47M	0.05%	190
2023 Q2	$3.35M	Buy	76,203 +60,348	+381%	+$1.49M	0.05%	191
2023 Q1	$378K	Buy	+15,855	New	+$391K	0.01%	446

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 56% in Q2 2026, buying an estimated $3.13M and bringing the position to 344,113 shares worth $8.69M. The position accounts for 0.03% of the portfolio, ranked #294.

EP Wealth Advisors first reported a position in IBDT in Q1 2023 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

EP Wealth Advisors held 344,113 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $8.69M as of Q2 2026.
EP Wealth Advisors bought 123,797 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.13M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #294 holding.
EP Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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