EWA
IBHD

EP Wealth Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

EP Wealth Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-228,305
Closed -$5.32M – 1335
2024
Q3 		$5.32M Sell
228,305
-42,450
-16% -$985K 0.05% 215
2024
Q2 		$6.29M Sell
270,755
-1,680
-0.6% -$39K 0.07% 159
2024
Q1 		$6.35M Sell
272,435
-20,035
-7% -$466K 0.07% 149
2023
Q4 		$6.79M Buy
292,470
+68,397
+31% +$1.58M 0.09% 135
2023
Q3 		$5.2M Buy
224,073
+168,524
+303% +$3.89M 0.08% 142
2023
Q2 		$5.18M Buy
55,549
+16,834
+43% +$387K 0.07% 147
2023
Q1 		$914K Sell
38,715
-9,939
-20% -$229K 0.02% 314
2022
Q4 		$1.1M Buy
+48,654
New +$1.1M 0.02% 269

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EP Wealth Advisors's IBHD Position: Q4 2024 in Review

EP Wealth Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 228,305 shares — an estimated $5.32M sold.

EP Wealth Advisors first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $6.79M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • EP Wealth Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 228,305 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $5.32M.
  • EP Wealth Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • EP Wealth Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $6.79M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.