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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 25 trm hg 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 25 trm hg by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 355k 23.30
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

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Vanguard Bd Index Fds Intermed Term (BIV)
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View all positions for EP Wealth Advisors

Top funds holding Ishares Tr ibonds 25 trm hg

Arrow Financial Corp.
Raymond James Financial Services Advisors
LPL Financial
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Mid-American Wealth Advisory Group
Ashton Thomas Private Wealth
Commonwealth Financial Services
EP Wealth Advisors
HighTower Advisors
Morgan Stanley
Scissortail Wealth Management
PFG Private Wealth Management
Vista Private Wealth Partners

View all funds holding Ishares Tr ibonds 25 trm hg