Kovitz Investment Group Partners
DTF

Kovitz Investment Group Partners’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Kovitz Investment Group Partners’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-466,941
Closed -$5.34M – 674
2025
Q3 		$5.34M Sell
466,941
-4,503
-1% -$50.8K 0.02% 458
2025
Q2 		$5.28M Sell
471,444
-22,126
-4% -$247K 0.02% 443
2025
Q1 		$5.53M Sell
493,570
-1,846
-0.4% -$20.8K 0.03% 389
2024
Q4 		$5.56M Sell
495,416
-20,892
-4% -$235K 0.03% 379
2024
Q3 		$5.82M Buy
+516,308
New +$5.78M 0.04% 324

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BHPW
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HC
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SMA
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1CP
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COLIM
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RCM
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Kovitz Investment Group Partners's DTF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q4 2025, closing a stake of 466,941 shares — an estimated $5.34M sold.

Kovitz Investment Group Partners first reported a position in DTF in Q3 2024 and held it in 5 quarters. The position peaked at $5.82M in Q3 2024. 33 funds tracked by Wall St. Rank hold DTF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 466,941 DTF Tax-Free Income 2028 Term Fund shares in Q4 2025, an estimated $5.34M.
  • Kovitz Investment Group Partners first reported a position in DTF Tax-Free Income 2028 Term Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's DTF Tax-Free Income 2028 Term Fund position peaked at $5.82M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.