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EP Wealth Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

EP Wealth Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Buy
12,032
+2,012
+20% +$51K ﹤0.01% 1284
2026
Q1 		$254K Hold
10,020
– – ﹤0.01% 1266
2025
Q4 		$255K Buy
+10,020
New +$255K ﹤0.01% 1228
2025
Q2 		$253K Buy
+10,020
New +$250K ﹤0.01% 1117

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 20% in Q2 2026, buying an estimated $51K and bringing the position to 12,032 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

EP Wealth Advisors first reported a position in IBMR in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • EP Wealth Advisors held 12,032 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $305K as of Q2 2026.
  • EP Wealth Advisors bought 2,012 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $51K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1284 holding.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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