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EP Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

EP Wealth Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
13,465
+1,975
+17% +$50.6K ﹤0.01% 1207
2026
Q1 		$294K Hold
11,490
– – ﹤0.01% 1180
2025
Q4 		$295K Buy
+11,490
New +$294K ﹤0.01% 1144
2025
Q2 		$294K Buy
+11,490
New +$293K ﹤0.01% 1031

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 17% in Q2 2026, buying an estimated $50.6K and bringing the position to 13,465 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

EP Wealth Advisors first reported a position in IBMO in Q2 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • EP Wealth Advisors held 13,465 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $345K as of Q2 2026.
  • EP Wealth Advisors bought 1,975 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $50.6K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1207 holding.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.