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GOVTGOVT
Showing 7 of 15 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

Yes. EP Wealth Advisors holds 7,063,645 shares of GOVT, worth $160.9M, as of its Q2 2026 13F filing. It increased the position by 69,682 shares (+1.0%) from Q1 2026. EP Wealth Advisors has held GOVT since Q3 2022, across 15 quarterly 13F filings. GOVT is 0.6% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$160.9M

Current Shares

7.1M

Total Value Change

+$39.1M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.1M
+1.0%
$160.9M0.6%$22.64
43
2026-Q1
Increased
7M
+6.4%
$160.2M0.8%$22.56
46
2025-Q4
Increased
6.6M
+13.6%
$151.3M0.8%$22.55
48
2025-Q2
Increased
5.8M
+0.7%
$132.9M0.9%$22.04
43
2025-Q1
Increased
5.7M
+6.9%
$132M1.1%$21.86
51
2024-Q4
Increased
5.4M
+3.5%
$123.5M1.0%$21.73
49
2024-Q3
Increased
5.2M
+3.8%
$121.8M1.0%$21.93
49

Other major holders of GOVT: BANK OF AMERICA CORP /DE/

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