EP Wealth Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$915K Buy
2023
Q2
$915K Sell
2023
Q1
$3.45M Buy
2022
Q4
$909K Buy