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Ishares Tr core tl usd bd shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd 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 core tl usd bd by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.5M 162k 46.23
2025-03-31 $326k 7.1k 46.08
2024-09-30 $588k 13k 47.12
2024-06-30 $415k 9.2k 45.22
2023-09-30 $114k 2.6k 43.72