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Ishares Tr ibds dec28 etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 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 ibds dec28 etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 147k 25.09
2023-09-30 $3.3M 136k 24.03
2023-06-30 $3.3M 76k 43.95
2023-03-31 $378k 16k 23.82

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
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Ishares Tr National Mun Etf (MUB)
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JPMorgan Chase & Co. (JPM)
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Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Morgan Stanley
Capital Advisors
Capital Investment Advisors
Aptus Capital Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
UBS Group
Woodmont Investment Counsel
LPL Financial
Klingman & Associates
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Ameriprise Financial

View all funds holding Ishares Tr ibds dec28 etf