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Ishares Tr cr 5 10 yr etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr cr 5 10 yr etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cr 5 10 yr 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 Tr cr 5 10 yr etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $113k 2.5k 44.53
2024-06-30 $166k 3.9k 42.61

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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NVIDIA Corporation (NVDA)
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Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Ishares Tr cr 5 10 yr etf

Mariner Wealth Advisors
Royal Bank of Canada
FinTrust Capital Advisors
YCMNET Advisors
Bank of America Corporation
PFG Advisors
TAP Consulting
LPL Financial
Morgan Stanley
Phillips Financial Management
Jane Street
Cannon Financial Strategists
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings

View all funds holding Ishares Tr cr 5 10 yr etf