EP Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-50,116	Closed	-$1.28M	–	579
2021 Q3	$1.28M	Hold	50,116	–	–	0.04%	211
2021 Q2	$1.28M	Sell	50,116 -11,950	-19%	-$307K	0.04%	220
2021 Q1	$1.6M	Sell	62,066 -11,047	-15%	-$284K	0.05%	187
2020 Q4	$1.88M	Sell	73,113 -2,640	-3%	-$68.1K	0.07%	132
2020 Q3	$1.96M	Buy	+75,753	New	+$1.96M	0.08%	111
2020 Q2	–	Sell	-76,649	Closed	-$1.98M	–	120
2020 Q1	$1.96M	Buy	76,649 +28,921	+61%	+$745K	0.1%	120
2019 Q4	$1.23M	Buy	+47,728	New	+$1.23M	0.05%	166

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EP Wealth Advisors's IBMJ Position: Q4 2021 in Review

EP Wealth Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 50,116 shares — an estimated $1.28M sold.

EP Wealth Advisors first reported a position in IBMJ in Q4 2019 and held it in 7 quarters. The position peaked at $1.96M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

EP Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
EP Wealth Advisors sold 50,116 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.28M.
EP Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 7 quarters.
EP Wealth Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.96M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on EP Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.