ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,191 Value ($000) $1,670 Avg Close Range
Q2 2025
Shares 17,149 Value ($000) $1,887 Avg Close Range
Q1 2025
Shares 17,802 Value ($000) $1,978 Avg Close Range
Q4 2024
Shares 18,892 Value ($000) $2,013 Avg Close Range
Q3 2024
Shares 21,397 Value ($000) $2,364 Avg Close Range
Q2 2024
Shares 22,413 Value ($000) $2,393 Avg Close Range
Q1 2024
Shares 27,633 Value ($000) $2,968 Avg Close Range
Q4 2023
Shares 24,311 Value ($000) $2,613 Avg Close Range
Q3 2023
Shares 25,820 Value ($000) $2,678 Avg Close Range
Q2 2023
Shares 953 Value ($000) $2,658 Avg Close Range
Q1 2023
Shares 20,130 Value ($000) $3,334 Avg Close Range
Q4 2022
Shares 9,377 Value ($000) $998 Avg Close Range
Q3 2022
Shares 11,381 Value ($000) $1,194 Avg Close Range
Q2 2022
Shares 17,477 Value ($000) $1,991 Avg Close Range
Q1 2022
Shares 15,877 Value ($000) $1,978 Avg Close Range
Q4 2021
Shares 15,978 Value ($000) $2,064 Avg Close Range
Q3 2021
Shares 16,261 Value ($000) $2,076 Avg Close Range
Q2 2021
Shares 15,351 Value ($000) $1,965 Avg Close Range
Q1 2021
Shares 14,352 Value ($000) $1,801 Avg Close Range
Q4 2020
Shares 19,537 Value ($000) $2,494 Avg Close Range
Q3 2020
Shares 52,149 Value ($000) $6,597 Avg Close Range
Q2 2020
Shares 64,321 Value ($000) $7,911 Avg Close Range
Q1 2020
Shares 66,088 Value ($000) $7,793 Avg Close Range
Q4 2019
Shares 61,212 Value ($000) $7,135 Avg Close Range
Q1 2015
Shares 5,920 Value ($000) $672,453 Avg Close Range