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GOVTGOVT
Showing 7 of 15 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES US TREASURY BOND ETF

EP Wealth Advisors, LLC holds 7.1M shares of GOVT (ISHARES US TREASURY BOND ETF), worth $160.9M as of 2026-Q2. The position was increased (+1.0% shares). GOVT represents 0.6% of EP Wealth Advisors, LLC's 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/, Steward Partners Investment Advisory, LLC

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