ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 2,780,493 Value ($000) $277,716 Avg Close — Range —
Q2 2025
Shares 2,370,636 Value ($000) $235,167 Avg Close — Range —
Q1 2025
Shares 2,345,970 Value ($000) $232,063 Avg Close — Range —
Q4 2024
Shares 2,315,491 Value ($000) $224,371 Avg Close — Range —
Q3 2024
Shares 1,688,763 Value ($000) $171,021 Avg Close — Range —
Q2 2024
Shares 1,622,294 Value ($000) $157,476 Avg Close — Range —
Q1 2024
Shares 1,552,117 Value ($000) $152,014 Avg Close — Range —
Q4 2023
Shares 1,796,961 Value ($000) $178,348 Avg Close — Range —
Q3 2023
Shares 733,887 Value ($000) $69,015 Avg Close — Range —
Q2 2023
Shares 317,507 Value ($000) $38,682 Avg Close — Range —
Q1 2023
Shares 317,507 Value ($000) $31,636 Avg Close — Range —
Q4 2022
Shares 809,617 Value ($000) $78,525 Avg Close — Range —
Q3 2022
Shares 465,543 Value ($000) $44,850 Avg Close — Range —
Q2 2022
Shares 606,067 Value ($000) $61,625 Avg Close — Range —
Q1 2022
Shares 366,083 Value ($000) $39,208 Avg Close — Range —
Q4 2021
Shares 117,944 Value ($000) $13,455 Avg Close — Range —
Q3 2021
Shares 66,070 Value ($000) $7,587 Avg Close — Range —
Q2 2021
Shares 96,763 Value ($000) $11,160 Avg Close — Range —
Q1 2021
Shares 90,829 Value ($000) $10,339 Avg Close — Range —
Q4 2020
Shares 135,372 Value ($000) $16,000 Avg Close — Range —
Q3 2020
Shares 34,230 Value ($000) $4,041 Avg Close — Range —
Q2 2020
Shares 64,675 Value ($000) $7,645 Avg Close — Range —
Q1 2020
Shares 47,852 Value ($000) $5,521 Avg Close — Range —
Q4 2019
Shares 28,873 Value ($000) $3,244 Avg Close — Range —
Q3 2019
Shares 25,873 Value ($000) $2,928 Avg Close — Range —
Q1 2019
Shares 29,169 Value ($000) $3,181 Avg Close — Range —
Q4 2018
Shares 269,021 Value ($000) $28,648 Avg Close — Range —
Q3 2018
Shares 117,032 Value ($000) $12,349 Avg Close — Range —
Q2 2018
Shares 27,000 Value ($000) $2,871 Avg Close — Range —
Q1 2018
Shares 22,990 Value ($000) $2,466 Avg Close — Range —
Q4 2017
Shares 31,185 Value ($000) $3,409 Avg Close — Range —
Q3 2017
Shares 26,716 Value ($000) $2,928 Avg Close — Range —
Q2 2017
Shares 26,760 Value ($000) $2,930 Avg Close — Range —
Q1 2017
Shares 67,460 Value ($000) $7,319 Avg Close — Range —
Q4 2016
Shares 490,222 Value ($000) $45,592 Avg Close — Range —
Q3 2016
Shares 24,020 Value ($000) $2,700 Avg Close — Range —
Q2 2016
Shares 21,455 Value ($000) $2,416 Avg Close — Range —
Q1 2016
Shares 24,055 Value ($000) $2,666 Avg Close — Range —
Q4 2015
Shares 115,525 Value ($000) $12,478 Avg Close — Range —
Q3 2015
Shares 26,425 Value ($000) $2,896 Avg Close — Range —
Q2 2015
Shares 13,465 Value ($000) $1,464,723 Avg Close — Range —
Q1 2015
Shares 24,682 Value ($000) $2,750,315 Avg Close — Range —
Q4 2014
Shares 95,875 Value ($000) $10,558 Avg Close — Range —
Q3 2014
Shares 1,091,740 Value ($000) $119,120 Avg Close — Range —
Q2 2014
Shares 2,790 Value ($000) $305 Avg Close — Range —
Q1 2014
Shares 4,300 Value ($000) $464 Avg Close — Range —
Q4 2013
Shares 56,855 Value ($000) $6,051 Avg Close — Range —
Q3 2013
Shares 26,885 Value ($000) $2,882 Avg Close — Range —