EP Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$968K	Buy	+37,858	New	+$966K	﹤0.01%	760

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

EP Wealth Advisors opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 37,858 shares worth $968K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

EP Wealth Advisors held 37,858 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $968K as of Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #760 holding.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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