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EP Wealth Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

EP Wealth Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,526
Closed -$112K – 1284
2024
Q3 		$112K Sell
2,526
-1,370
-35% -$60K ﹤0.01% 1130
2024
Q2 		$166K Buy
+3,896
New +$165K ﹤0.01% 780

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's IMTB Position: Q4 2024 in Review

EP Wealth Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2024, closing a stake of 2,526 shares — an estimated $112K sold.

EP Wealth Advisors first reported a position in IMTB in Q2 2024 and held it in 2 quarters. The position peaked at $166K in Q2 2024. 47 funds tracked by Wall St. Rank hold IMTB as of Q4 2024.

  • EP Wealth Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 2,526 iShares Core 5-10 Year USD Bond ETF shares in Q4 2024, an estimated $112K.
  • EP Wealth Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2024 and held it in 2 quarters.
  • EP Wealth Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $166K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.