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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

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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
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

More positions owned by EP Wealth Advisors

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Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026