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
2025 Q1	$100K	Sell
2024 Q4	$102K	Buy
2024 Q3	$102K	Buy
2024 Q2	–	Sell
2024 Q1	$100K	Buy