Ishares Tr ibonds dec2026 shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr ibonds dec2026
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Quarterly reported holdings in Ishares Tr ibonds dec2026 by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $15M | 622k | 24.25 |
| 2025-03-31 | $3.6M | 147k | 24.21 |
| 2024-12-31 | $3.6M | 149k | 24.07 |
| 2024-09-30 | $3.0M | 126k | 24.30 |
| 2024-06-30 | $3.0M | 126k | 23.82 |
| 2024-03-31 | $3.0M | 127k | 23.85 |
| 2023-12-31 | $2.9M | 121k | 23.90 |
| 2023-09-30 | $2.3M | 101k | 23.34 |
| 2023-06-30 | $2.4M | 915 | 2593.11 |
| 2023-03-31 | $4.5M | 184k | 24.53 |