Ishares Tr ibnd dec25 etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr ibnd dec25 etf
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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 195k | 24.76 |
| 2023-09-30 | $4.4M | 179k | 24.37 |
| 2023-06-30 | $4.4M | 2.0k | 2204.56 |
| 2023-03-31 | $6.8M | 277k | 24.59 |
| 2021-06-30 | $462k | 17k | 26.99 |
| 2021-03-31 | $459k | 17k | 26.81 |
| 2020-12-31 | $469k | 17k | 27.40 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $482k | 19k | 24.97 |
| 2019-12-31 | $444k | 17k | 25.94 |