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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$816K	Sell	36,938 -8,452	-19%	-$187K	﹤0.01%	823
2026 Q1	$1M	Buy	45,390 +6,066	+15%	+$135K	﹤0.01%	643
2025 Q4	$878K	Buy	+39,324	New	+$879K	﹤0.01%	656
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	+$102K	﹤0.01%	1206

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

EP Wealth Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 19% in Q2 2026, selling an estimated $187K and leaving 36,938 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

EP Wealth Advisors first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q1 2026. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

EP Wealth Advisors held 36,938 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $816K as of Q2 2026.
EP Wealth Advisors sold 8,452 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $187K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #823 holding.
EP Wealth Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
EP Wealth Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1M in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.