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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 1-3 Year Cred Bd Fd 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 Barclays 1-3 Year Cred Bd Fd ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $144M 2.8M 51.28
2023-09-30 $132M 2.6M 49.83
2023-06-30 $144M 67k 2166.04
2023-03-31 $633k 1.9k 339.34
2022-12-31 $91M 1.8M 49.82
2022-09-30 $75M 1.5M 49.28
2022-06-30 $67M 1.3M 50.55
2022-03-31 $45M 877k 51.72
2021-12-31 $22M 398k 53.88
2021-09-30 $14M 253k 54.64
2021-06-30 $14M 248k 54.81
2021-03-31 $13M 239k 54.68
2020-12-31 $304M 5.5M 55.17
2020-09-30 $278M 5.1M 54.91
2020-06-30 $251M 4.6M 54.71
2020-03-31 $226M 4.3M 52.36
2019-12-31 $212M 3.9M 53.63
2019-09-30 $179M 3.3M 53.67
2019-06-30 $96M 1.8M 53.44
2015-12-31 $369k 3.5k 104.68
2015-03-31 $388k 3.7k 105.53