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Ishares Tr iboxx hig yld ex shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr iboxx hig yld ex

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr iboxx hig yld ex held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr iboxx hig yld ex by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $725k 15k 47.26

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Top funds holding Ishares Tr iboxx hig yld ex

SigFig Wealth Management
LPL Financial
Colorado Capital Management
Commonwealth Equity Services
UBS Group
Balanced Rock Investment Advisors
Impact Investors
Assetmark
Advisor Group Holdings
Raymond James Financial
Seeds Investor
Jane Street
Financial Connections Group
Wells Fargo & Company
Cetera Investment Advisers

View all funds holding Ishares Tr iboxx hig yld ex