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Ishares Tr ibonds dec 26 shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr ibonds dec 26

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 26 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 dec 26 by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 12k 25.64
2025-06-30 $294k 12k 25.62

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Ishares Tr ibonds dec 26

Mercer Global Advisors
Rossmore Private Capital
Us Bancorp
Goss Wealth Management
LBMC Investment Advisors
Wells Fargo & Company
Kathmere Capital Management
UBS Group
LPL Financial
Hills Bank And Trust Company
Lido Advisors
Integrated Wealth Concepts
Covington Investment Advisors
Northwestern Mutual Wealth Management Company
Leavell Investment Management

View all funds holding Ishares Tr ibonds dec 26