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Ishares Ibonds Dec 2029 Muni Etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf 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 Ibonds Dec 2029 Muni Etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 10k 25.43
2025-06-30 $253k 10k 25.23

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View all positions for EP Wealth Advisors

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Mercer Global Advisors
Hartland & Co
HighTower Advisors
LBMC Investment Advisors
Wells Fargo & Company
Us Bancorp
Vishria Bird Financial Group
UBS Group
Kathmere Capital Management
Covington Investment Advisors
Raymond James Financial
Praetorian Wealth Management
LPL Financial
Pamela Horwath
Stifel Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf