EP Wealth Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.44M	Sell	148,248 -12,322	-8%	-$286K	0.02%	315
2025 Q1	$3.73M	Buy	160,570 +39,441	+33%	+$916K	0.03%	259
2024 Q4	$2.8M	Buy	+121,129	New	+$2.8M	0.02%	298