EP Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 182k 23.10
2023-09-30 $1.1M 46k 22.93

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
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 25 trm hg

Richard P Slaughter Associates
Bank of America Corporation
Raymond James Financial Services Advisors
AE Wealth Management
Ashton Thomas Private Wealth
Mid-American Wealth Advisory Group
Wells Fargo & Company
Commonwealth Financial Services
HighTower Advisors
Scissortail Wealth Management
PFG Private Wealth Management
Mutual Advisors
Michael S. Ryan
Royal Bank of Canada
EP Wealth Advisors

View all funds holding Ishares Tr ibonds 25 trm hg