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
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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 |
|---|---|---|---|
| 2026-06-30 | $20M | 437k | 46.15 |
| 2026-03-31 | $3.1M | 68k | 46.19 |
| 2025-12-31 | $2.9M | 63k | 46.54 |
| 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 |