Ishares Tr ibonds 25 trm hg shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr ibonds 25 trm hg
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Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.3M | 269k | 23.28 |
| 2024-03-31 | $6.0M | 256k | 23.38 |
| 2023-12-31 | $4.2M | 182k | 23.10 |
| 2023-09-30 | $1.1M | 46k | 22.93 |