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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Sell	178,831 -5,827	-3%	-$133K	0.02%	427
2026 Q1	$4.24M	Sell	184,658 -43,526	-19%	-$1M	0.02%	340
2025 Q4	$5.27M	Buy	+228,184	New	+$5.3M	0.03%	274
2025 Q2	$3.44M	Sell	148,248 -12,322	-8%	-$284K	0.02%	315
2025 Q1	$3.73M	Buy	160,570 +39,441	+33%	+$918K	0.03%	259
2024 Q4	$2.8M	Buy	+121,129	New	+$2.81M	0.02%	298

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

EP Wealth Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.2% in Q2 2026, selling an estimated $133K and leaving 178,831 shares worth $4.05M. The position accounts for 0.02% of the portfolio, ranked #427.

EP Wealth Advisors first reported a position in IBHF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.27M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

EP Wealth Advisors held 178,831 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.05M as of Q2 2026.
EP Wealth Advisors sold 5,827 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $133K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #427 holding.
EP Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
EP Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.27M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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