EP Wealth Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2M	Sell	483,104 -50,990	-10%	-$1.18M	0.07%	173
2025 Q1	$12.4M	Buy	534,094 +67,794	+15%	+$1.57M	0.1%	137
2024 Q4	$10.8M	Buy	466,300 +111,340	+31%	+$2.58M	0.09%	135
2024 Q3	$8.27M	Buy	354,960 +85,940	+32%	+$1.99M	0.07%	167
2024 Q2	$6.26M	Buy	269,020 +13,400	+5%	+$312K	0.07%	160
2024 Q1	$5.98M	Buy	255,620 +74,025	+41%	+$1.72M	0.07%	152
2023 Q4	$4.19M	Buy	181,595 +135,235	+292%	+$3.1M	0.05%	184
2023 Q3	$1.06M	Buy	+46,360	New	+$1.06M	0.02%	318

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

EP Wealth Advisors's IBHE Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 9.5% in Q2 2025, selling an estimated $1.18M and leaving 483,104 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #173.

EP Wealth Advisors first reported a position in IBHE in Q3 2023 and has held it in 8 quarters since. The position peaked at $12.4M in Q1 2025. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

EP Wealth Advisors held 483,104 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $11.2M as of Q2 2025.
EP Wealth Advisors sold 50,990 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $1.18M.
iShares iBonds 2025 Term High Yield and Income ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2025, its #173 holding.
EP Wealth Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and has held it in 8 quarters since.
EP Wealth Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $12.4M in Q1 2025.
149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.