EP Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.34M	Buy	+132,767	New	+$3.35M	0.01%	462

Other funds holding IBDX

ACA

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

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 132,767 shares worth $3.34M. The stake represents 0.01% of the portfolio and ranks #462 among its holdings.

228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

EP Wealth Advisors held 132,767 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.34M as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #462 holding.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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