EP Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94M	Buy	256,326 +140,466	+121%	+$3.26M	0.02%	352
2026 Q1	$2.69M	Buy	115,860 +4,334	+4%	+$101K	0.01%	415
2025 Q4	$2.61M	Buy	+111,526	New	+$2.61M	0.01%	391
2025 Q2	$593K	Buy	25,421 +8,138	+47%	+$188K	﹤0.01%	724
2025 Q1	$400K	Sell	17,283 -6	-0%	-$138	﹤0.01%	789
2024 Q4	$394K	Buy	17,289 +4,409	+34%	+$102K	﹤0.01%	764
2024 Q3	$303K	Hold	12,880	–	–	﹤0.01%	857
2024 Q2	$292K	Hold	12,880	–	–	﹤0.01%	662
2024 Q1	$294K	Buy	+12,880	New	+$294K	﹤0.01%	632

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

EP Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 121% in Q2 2026, buying an estimated $3.26M and bringing the position to 256,326 shares worth $5.94M. The position accounts for 0.02% of the portfolio, ranked #352.

EP Wealth Advisors first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

EP Wealth Advisors held 256,326 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.94M as of Q2 2026.
EP Wealth Advisors bought 140,466 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.26M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #352 holding.
EP Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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