EP Wealth Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.31M	Buy	+126,985	New	+$3.31M	0.01%	468

Other funds holding IBDZ

CIA

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

ACA

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

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

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

MCM

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

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

EP Wealth Advisors opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 126,985 shares worth $3.31M. The stake represents 0.01% of the portfolio and ranks #468 among its holdings.

127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

EP Wealth Advisors held 126,985 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.31M as of Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #468 holding.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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