EP Wealth Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Hold	4,500	–	–	﹤0.01%	1389
2025 Q1	$100K	Sell	4,500 -51	-1%	-$1.14K	﹤0.01%	1250
2024 Q4	$101K	Buy	+4,551	New	+$101K	﹤0.01%	1206