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GOVT
Showing 7 of 14 quarters

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

EP Wealth Advisors, LLC holds 7M shares of GOVT (ISHARES TR), worth $160.2M as of 2026-Q1. The position was increased (+6.4% shares). GOVT represents 0.8% of EP Wealth Advisors, LLC's portfolio.

Current Value

$160.2M

Current Shares

7M

Total Value Change

+$47.3M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7M
+6.4%
$160.2M0.8%$23.19
46
2025-Q4
Increased
6.6M
+13.6%
$151.3M0.8%$23.01
48
2025-Q2
Increased
5.8M
+0.7%
$132.9M0.9%$22.37
43
2025-Q1
Increased
5.7M
+6.9%
$132M1.1%$22.20
51
2024-Q4
Increased
5.4M
+3.5%
$123.5M1.0%$21.64
49
2024-Q3
Increased
5.2M
+3.8%
$121.8M1.0%$22.39
49
2024-Q2
Increased
5M
+5.3%
$112.9M1.2%$21.32
50

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

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