EP Wealth Advisors, LLC
Position in IBHH — iShares iBonds 2028 Term High Yield and Income ETF
CIK 1540569
TORRANCE, CA
All Filings in IBHH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 IBHH | $102,039 | 4,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHH | $100,448 | 4,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHH | $101,608 | 4,348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBHH | $102,340 | 4,300 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 IBHH | $100,362 | 4,300 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||