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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibonds dec2026 held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr ibonds dec2026 by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |