ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 25,307 Value ($000) $2,410 Avg Close Range
Q2 2025
Shares 29,980 Value ($000) $2,815 Avg Close Range
Q1 2025
Shares 10,440 Value ($000) $979 Avg Close Range
Q4 2024
Shares 18,741 Value ($000) $1,718 Avg Close Range
Q3 2024
Shares 5,588 Value ($000) $535 Avg Close Range
Q2 2024
Shares 5,085 Value ($000) $467 Avg Close Range
Q1 2024
Shares 5,930 Value ($000) $548 Avg Close Range
Q4 2023
Shares 5,509 Value ($000) $518 Avg Close Range
Q3 2023
Shares 1,618 Value ($000) $144 Avg Close Range
Q3 2021
Shares 3,584 Value ($000) $388 Avg Close Range
Q1 2020
Shares 4,418 Value ($000) $488 Avg Close Range
Q4 2019
Shares 4,362 Value ($000) $471 Avg Close Range
Q3 2019
Shares 4,325 Value ($000) $468 Avg Close Range
Q2 2019
Shares 5,213 Value ($000) $561 Avg Close Range
Q1 2019
Shares 4,547 Value ($000) $484 Avg Close Range
Q4 2018
Shares 6,641 Value ($000) $695 Avg Close Range
Q1 2017
Shares 4,260 Value ($000) $454 Avg Close Range
Q4 2016
Shares 6,097 Value ($000) $310 Avg Close Range
Q3 2016
Shares 7,041 Value ($000) $775 Avg Close Range
Q2 2016
Shares 7,041 Value ($000) $774 Avg Close Range
Q1 2016
Shares 6,891 Value ($000) $754 Avg Close Range
Q4 2015
Shares 6,305 Value ($000) $679 Avg Close Range
Q3 2015
Shares 3,975 Value ($000) $436 Avg Close Range
Q2 2015
Shares 3,945 Value ($000) $428,506 Avg Close Range
Q1 2015
Shares 2,810 Value ($000) $310,055 Avg Close Range
Q4 2014
Shares 4,945 Value ($000) $541 Avg Close Range
Q4 2013
Shares 2,920 Value ($000) $305 Avg Close Range