ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 10,517,099 Value ($000) $556,144 Avg Close — Range —
Q2 2025
Shares 7,752,802 Value ($000) $409,038 Avg Close — Range —
Q1 2025
Shares 5,712,698 Value ($000) $299,174 Avg Close — Range —
Q4 2024
Shares 5,158,068 Value ($000) $266,672 Avg Close — Range —
Q3 2024
Shares 4,010,083 Value ($000) $211,171 Avg Close — Range —
Q2 2024
Shares 3,426,586 Value ($000) $175,578 Avg Close — Range —
Q1 2024
Shares 3,036,818 Value ($000) $155,728 Avg Close — Range —
Q4 2023
Shares 2,807,661 Value ($000) $143,963 Avg Close — Range —
Q3 2023
Shares 2,641,531 Value ($000) $131,627 Avg Close — Range —
Q2 2023
Shares 66,461 Value ($000) $143,958 Avg Close — Range —
Q1 2023
Shares 1,866 Value ($000) $633 Avg Close — Range —
Q4 2022
Shares 1,818,215 Value ($000) $90,583 Avg Close — Range —
Q3 2022
Shares 1,525,629 Value ($000) $75,183 Avg Close — Range —
Q2 2022
Shares 1,317,563 Value ($000) $66,603 Avg Close — Range —
Q1 2022
Shares 877,351 Value ($000) $45,377 Avg Close — Range —
Q4 2021
Shares 398,295 Value ($000) $21,460 Avg Close — Range —
Q3 2021
Shares 253,022 Value ($000) $13,825 Avg Close — Range —
Q2 2021
Shares 248,379 Value ($000) $13,614 Avg Close — Range —
Q1 2021
Shares 239,054 Value ($000) $13,071 Avg Close — Range —
Q4 2020
Shares 5,516,654 Value ($000) $304,354 Avg Close — Range —
Q3 2020
Shares 5,061,582 Value ($000) $277,931 Avg Close — Range —
Q2 2020
Shares 4,591,473 Value ($000) $251,199 Avg Close — Range —
Q1 2020
Shares 4,311,368 Value ($000) $225,743 Avg Close — Range —
Q4 2019
Shares 3,943,231 Value ($000) $211,475 Avg Close — Range —
Q3 2019
Shares 3,338,610 Value ($000) $179,183 Avg Close — Range —
Q2 2019
Shares 1,796,507 Value ($000) $96,005 Avg Close — Range —
Q4 2015
Shares 3,525 Value ($000) $369 Avg Close — Range —
Q1 2015
Shares 3,675 Value ($000) $387,823 Avg Close — Range —