EP Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Buy	+6,924	New	+$179K	﹤0.01%	1537

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 6,924 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings.

115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

EP Wealth Advisors held 6,924 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $179K as of Q2 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF was a new EP Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1537 holding.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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