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Ishares U S Etf Tr int rt hdg c b shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares U S Etf Tr int rt hdg c b (LQDH) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares U S Etf Tr int rt hdg c b

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr int rt hdg c b 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 U S Etf Tr int rt hdg c b by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $232k 2.5k 92.40
2025-03-31 $328k 3.6k 92.27
2024-12-31 $330k 3.6k 92.74
2024-09-30 $331k 3.6k 93.05
2024-06-30 $331k 3.6k 92.93

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Ishares U S Etf Tr int rt hdg c b

YCMNET Advisors
Envestnet Asset Management
LPL Financial
Mml Investors Services
Scotia Capital
UBS Group
Leo Wealth
Capital Investment Advisory Services
Morgan Stanley
Raymond James Financial
Foundations Investment Advisors
Bank Of Montreal
Beacon Financial
Resources Investment Advisors
Advisor Group Holdings

View all funds holding Ishares U S Etf Tr int rt hdg c b