EP Wealth Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Hold	4,300	–	–	﹤0.01%	1386
2025 Q1	$100K	Sell	4,300 -48	-1%	-$1.13K	﹤0.01%	1251
2024 Q4	$102K	Buy	4,348 +48	+1%	+$1.13K	﹤0.01%	1205
2024 Q3	$102K	Buy	+4,300	New	+$101K	﹤0.01%	1141
2024 Q2	–	Sell	-4,300	Closed	-$100K	–	873
2024 Q1	$100K	Buy	+4,300	New	+$99.9K	﹤0.01%	811

Other funds holding IBHH

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Littlejohn Financial Services Roseburg, Oregon $133M AUM 14.94% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return