Ishares Tr ibonds etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr ibonds etf
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Quarterly reported holdings in Ishares Tr ibonds etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.5M | 392k | 24.27 |
| 2025-03-31 | $3.0M | 125k | 24.18 |
| 2024-12-31 | $3.0M | 126k | 23.96 |
| 2024-09-30 | $2.6M | 106k | 24.37 |
| 2024-06-30 | $946k | 40k | 23.73 |
| 2024-03-31 | $963k | 41k | 23.80 |
| 2023-12-31 | $969k | 41k | 23.93 |
| 2023-09-30 | $317k | 14k | 23.14 |
| 2023-06-30 | $323k | 70k | 4.63 |
| 2023-03-31 | $2.5M | 103k | 23.73 |