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EP Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

EP Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
847,911
+134,151
+19% +$2.93M 0.07% 191
2026
Q1 		$15.6M Sell
713,760
-8,906
-1% -$196K 0.08% 167
2025
Q4 		$15.9M Buy
+722,666
New +$16M 0.08% 152
2025
Q2 		$14.4M Buy
+653,952
New +$14.2M 0.09% 149

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 19% in Q2 2026, buying an estimated $2.93M and bringing the position to 847,911 shares worth $18.5M. The position accounts for 0.07% of the portfolio, ranked #191.

EP Wealth Advisors first reported a position in IBDV in Q2 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • EP Wealth Advisors held 847,911 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $18.5M as of Q2 2026.
  • EP Wealth Advisors bought 134,151 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.93M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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