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
2026 Q2	$206K	Buy	+8,752	New	+$206K	﹤0.01%	1497
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

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FDCDDQ

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

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

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

EP Wealth Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 8,752 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IBHH as recently as Q2 2025.

EP Wealth Advisors first reported a position in IBHH in Q1 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

EP Wealth Advisors held 8,752 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $206K as of Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1497 holding.
EP Wealth Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.