Ishares Tr ibonds dec 29 shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr ibonds dec 29
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Quarterly reported holdings in Ishares Tr ibonds dec 29 by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 112k | 23.41 |
| 2025-06-30 | $593k | 25k | 23.33 |
| 2025-03-31 | $400k | 17k | 23.13 |
| 2024-12-31 | $394k | 17k | 22.80 |
| 2024-09-30 | $303k | 13k | 23.51 |
| 2024-06-30 | $292k | 13k | 22.67 |
| 2024-03-31 | $294k | 13k | 22.82 |