EP Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.31M	Buy	+128,507	New	+$3.31M	0.01%	467

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

CAI

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

SIC

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 128,507 shares worth $3.31M. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

EP Wealth Advisors held 128,507 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.31M as of Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #467 holding.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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